Average annual returns
Through 20241 year
6.22%
3 year
4.17%
5 year
5.47%
10 year
6.60%
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.)
21.77%
Sharpe
0.37
Sortino
0.65
Max drawdown
-35.14%
Best month
14.83%
Worst month
-22.92%
Beta vs VTSAX
1.13
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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