Average annual returns
Through 20241 year
11.05%
3 year
5.19%
5 year
10.08%
10 year
7.97%
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.)
21.08%
Sharpe
0.48
Sortino
0.89
Max drawdown
-35.38%
Best month
14.76%
Worst month
-25.71%
Beta vs VTSAX
1.04
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.