Average annual returns
Through 20251 year
42.27%
3 year
19.40%
5 year
11.28%
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.)
14.67%
Sharpe
1.31
Sortino
2.32
Max drawdown
-35.69%
Best month
20.05%
Worst month
-23.57%
Beta vs VTIAX
1.25
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.