Average annual returns
Through 20251 year
29.82%
3 year
19.52%
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
43 months through Jan. 31, 2026Volatility (ann.)
22.49%
Sharpe
0.70
Sortino
1.23
Max drawdown
-21.75%
Best month
13.74%
Worst month
-10.26%
Beta vs VTSAX
1.52
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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