Average annual returns
Through 20251 year
33.49%
3 year
11.59%
5 year
-2.84%
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
78 months through Feb. 28, 2026Volatility (ann.)
19.61%
Sharpe
0.63
Sortino
1.24
Max drawdown
-53.06%
Best month
22.94%
Worst month
-13.03%
Beta vs VTIAX
0.85
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.