Average annual returns
Through 20241 year
9.56%
3 year
5.52%
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
69 months through Oct. 31, 2025Volatility (ann.)
16.16%
Sharpe
0.61
Sortino
1.05
Max drawdown
-19.10%
Best month
17.35%
Worst month
-19.10%
Beta vs VTSAX
1.06
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.