Average annual returns
Through 20241 year
13.47%
3 year
4.13%
5 year
6.54%
10 year
6.69%
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.)
11.44%
Sharpe
1.07
Sortino
1.91
Max drawdown
-25.51%
Best month
12.33%
Worst month
-19.39%
Beta vs VTSAX
0.66
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.