Average annual returns
Through 20241 year
7.43%
3 year
4.50%
5 year
9.56%
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
78 months through Jan. 31, 2026Volatility (ann.)
18.43%
Sharpe
0.81
Sortino
1.65
Max drawdown
-32.73%
Best month
14.45%
Worst month
-21.23%
Beta vs VTSAX
1.04
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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