Average annual returns
Through 20241 year
14.13%
3 year
2.86%
5 year
7.30%
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.)
10.49%
Sharpe
0.58
Sortino
0.90
Max drawdown
-23.82%
Best month
10.61%
Worst month
-16.12%
Beta vs VTSAX
0.44
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.