Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
6.16%
3 year
8.04%
5 year
4.75%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
73 months through Aug. 31, 2025Volatility (ann.)
7.94%
Sharpe
1.10
Sortino
2.27
Max drawdown
-3.86%
Best month
6.24%
Worst month
-3.07%
Beta vs VTSAX
0.33
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.