Average annual returns
Through 20241 year
8.23%
3 year
0.91%
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
60 months through June 30, 2025Volatility (ann.)
15.68%
Sharpe
0.68
Sortino
1.19
Max drawdown
-25.32%
Best month
10.10%
Worst month
-7.96%
Beta vs VTSAX
0.94
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.