Average annual returns
Through 20241 year
27.09%
3 year
—
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
29 months through July 31, 2025Volatility (ann.)
14.86%
Sharpe
1.75
Sortino
3.70
Max drawdown
-10.05%
Best month
11.21%
Worst month
-7.22%
Beta vs VTSAX
1.01
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.