Average annual returns
Through 20251 year
26.54%
3 year
12.83%
5 year
8.73%
10 year
5.76%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
30 months through Feb. 28, 2026Volatility (ann.)
9.52%
Sharpe
1.80
Sortino
3.27
Max drawdown
-8.18%
Best month
5.79%
Worst month
-4.74%
Beta vs VTIAX
0.76
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.