Average annual returns
Through 20241 year
7.03%
3 year
2.36%
5 year
6.70%
10 year
5.96%
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.)
21.75%
Sharpe
0.27
Sortino
0.45
Max drawdown
-34.03%
Best month
17.02%
Worst month
-24.11%
Beta vs VTSAX
1.14
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.