Average annual returns
Through 20241 year
15.00%
3 year
1.53%
5 year
7.94%
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
69 months through Nov. 30, 2025Volatility (ann.)
17.78%
Sharpe
0.71
Sortino
1.28
Max drawdown
-30.34%
Best month
15.85%
Worst month
-21.73%
Beta vs VTSAX
1.22
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.