Average annual returns
Through 20241 year
7.34%
3 year
1.93%
5 year
7.11%
10 year
6.90%
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 March 31, 2025Volatility (ann.)
19.17%
Sharpe
0.08
Sortino
0.12
Max drawdown
-32.66%
Best month
16.23%
Worst month
-24.92%
Beta vs VTSAX
0.94
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.