Average annual returns
Through 20241 year
13.18%
3 year
-0.78%
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.)
12.41%
Sharpe
0.58
Sortino
0.92
Max drawdown
-20.20%
Best month
7.32%
Worst month
-7.33%
Beta vs VTSAX
0.76
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.