Average annual returns
Through 20241 year
12.99%
3 year
1.14%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
47 months through July 31, 2025Volatility (ann.)
17.02%
Sharpe
0.82
Sortino
1.40
Max drawdown
-32.10%
Best month
12.28%
Worst month
-11.32%
Beta vs VTSAX
1.04
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.