Average annual returns
Through 20241 year
16.78%
3 year
3.40%
5 year
2.02%
10 year
1.01%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
57 months through Nov. 30, 2025Volatility (ann.)
13.59%
Sharpe
0.89
Sortino
1.58
Max drawdown
-29.04%
Best month
9.56%
Worst month
-9.68%
Beta vs VTSAX
0.92
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.