Average annual returns
Through 20251 year
10.96%
3 year
11.22%
5 year
2.72%
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.)
16.83%
Sharpe
0.75
Sortino
1.34
Max drawdown
-35.37%
Best month
16.63%
Worst month
-18.53%
Beta vs VTIAX
1.21
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.