Average annual returns
Through 20241 year
10.34%
3 year
-6.40%
5 year
2.60%
10 year
8.47%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
69 months through April 30, 2025Volatility (ann.)
21.39%
Sharpe
-0.15
Sortino
-0.23
Max drawdown
-43.11%
Best month
16.09%
Worst month
-14.35%
Beta vs VTSAX
1.02
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.