Average annual returns
Through 20251 year
42.06%
3 year
20.97%
5 year
11.24%
10 year
7.89%
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.)
12.03%
Sharpe
1.89
Sortino
4.00
Max drawdown
-28.47%
Best month
17.07%
Worst month
-13.50%
Beta vs VTIAX
0.94
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.