Average annual returns
Through 20241 year
8.17%
3 year
-0.56%
5 year
5.77%
10 year
5.91%
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.)
9.35%
Sharpe
1.01
Sortino
1.73
Max drawdown
-24.70%
Best month
10.48%
Worst month
-12.00%
Beta vs VTSAX
0.67
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.