Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
25.94%
3 year
15.80%
5 year
9.28%
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.)
14.39%
Sharpe
1.45
Sortino
2.77
Max drawdown
-11.17%
Best month
8.51%
Worst month
-7.17%
Beta vs VTSAX
0.81
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.