Average annual returns
Through 20241 year
18.81%
3 year
5.33%
5 year
9.53%
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
75 months through Nov. 30, 2025Volatility (ann.)
10.37%
Sharpe
1.16
Sortino
2.02
Max drawdown
-19.62%
Best month
11.07%
Worst month
-12.46%
Beta vs VTSAX
0.67
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.