Average annual returns
Through 20251 year
29.62%
3 year
12.57%
5 year
0.97%
10 year
6.52%
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.)
14.90%
Sharpe
1.09
Sortino
2.05
Max drawdown
-39.19%
Best month
14.44%
Worst month
-17.14%
Beta vs VTIAX
1.21
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.