Average annual returns
Through 20251 year
24.31%
3 year
20.10%
5 year
12.95%
10 year
9.72%
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.)
13.74%
Sharpe
1.32
Sortino
2.41
Max drawdown
-28.39%
Best month
20.17%
Worst month
-20.63%
Beta vs VTIAX
1.03
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.