Average annual returns
Through 20241 year
12.94%
3 year
-0.64%
5 year
7.05%
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
75 months through Sept. 30, 2025Volatility (ann.)
15.29%
Sharpe
0.95
Sortino
1.74
Max drawdown
-31.12%
Best month
12.60%
Worst month
-9.56%
Beta vs VTSAX
0.90
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.