Average annual returns
Through 20241 year
18.21%
3 year
3.83%
5 year
4.68%
10 year
5.93%
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.)
16.34%
Sharpe
0.26
Sortino
0.38
Max drawdown
-22.53%
Best month
10.37%
Worst month
-14.66%
Beta vs VTSAX
-0.02
Correlation
-0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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