Average annual returns
Through 20251 year
15.97%
3 year
9.25%
5 year
0.65%
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.)
13.49%
Sharpe
0.63
Sortino
1.06
Max drawdown
-38.53%
Best month
12.77%
Worst month
-12.56%
Beta vs VTIAX
1.10
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.