Average annual returns
Through 20241 year
16.80%
3 year
3.45%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
45 months through April 30, 2025Volatility (ann.)
21.33%
Sharpe
0.24
Sortino
0.40
Max drawdown
-25.40%
Best month
12.11%
Worst month
-9.45%
Beta vs VTSAX
1.13
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.