Average annual returns
Through 20251 year
27.38%
3 year
10.85%
5 year
1.96%
10 year
6.30%
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.)
14.73%
Sharpe
0.97
Sortino
1.69
Max drawdown
-38.95%
Best month
13.21%
Worst month
-17.93%
Beta vs VTIAX
1.22
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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