Average annual returns
Through 20251 year
8.12%
3 year
—
5 year
—
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
36 months through Feb. 28, 2026Volatility (ann.)
10.75%
Sharpe
1.72
Sortino
3.76
Max drawdown
-10.40%
Best month
8.55%
Worst month
-4.04%
Beta vs VTIAX
0.94
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.