Average annual returns
Through 20241 year
12.01%
3 year
-0.29%
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
51 months through Sept. 30, 2025Volatility (ann.)
12.01%
Sharpe
0.66
Sortino
1.05
Max drawdown
-17.92%
Best month
7.61%
Worst month
-10.16%
Beta vs VTSAX
0.65
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.