Average annual returns
Through 20241 year
8.02%
3 year
5.67%
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
48 months through Nov. 30, 2025Volatility (ann.)
12.61%
Sharpe
1.33
Sortino
2.81
Max drawdown
-20.40%
Best month
11.06%
Worst month
-9.28%
Beta vs VTIAX
0.92
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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