Average annual returns
Through 20241 year
8.84%
3 year
2.77%
5 year
7.60%
10 year
5.89%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through June 30, 2025Volatility (ann.)
22.20%
Sharpe
0.37
Sortino
0.65
Max drawdown
-35.20%
Best month
18.57%
Worst month
-25.24%
Beta vs VTSAX
1.20
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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