Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
29.12%
3 year
21.03%
5 year
12.23%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through Oct. 31, 2025Volatility (ann.)
16.35%
Sharpe
1.74
Sortino
3.41
Max drawdown
-11.52%
Best month
11.56%
Worst month
-8.10%
Beta vs VTSAX
1.10
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.