Average annual returns
Through 20251 year
41.97%
3 year
19.57%
5 year
11.05%
10 year
6.66%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
12.35%
Sharpe
1.68
Sortino
3.20
Max drawdown
-30.64%
Best month
17.76%
Worst month
-21.14%
Beta vs VTIAX
1.06
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.