Average annual returns
Through 20241 year
17.50%
3 year
1.05%
5 year
6.95%
10 year
8.17%
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 July 31, 2025Volatility (ann.)
19.88%
Sharpe
0.78
Sortino
1.38
Max drawdown
-45.16%
Best month
14.26%
Worst month
-20.98%
Beta vs VTSAX
1.17
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.