Average annual returns
Through 20251 year
24.85%
3 year
15.61%
5 year
—
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
51 months through Jan. 31, 2026Volatility (ann.)
11.72%
Sharpe
1.22
Sortino
2.28
Max drawdown
-19.29%
Best month
10.67%
Worst month
-8.62%
Beta vs VTSAX
0.78
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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