Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
5.52%
3 year
1.37%
5 year
6.77%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
72 months through Aug. 31, 2025Volatility (ann.)
17.58%
Sharpe
0.60
Sortino
1.02
Max drawdown
-28.72%
Best month
14.04%
Worst month
-18.92%
Beta vs VTSAX
1.07
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.