Average annual returns
Through 20251 year
17.25%
3 year
13.95%
5 year
3.70%
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
72 months through Feb. 28, 2026Volatility (ann.)
16.35%
Sharpe
0.67
Sortino
1.13
Max drawdown
-42.81%
Best month
21.77%
Worst month
-18.99%
Beta vs VTIAX
1.22
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.