Average annual returns
Through 20251 year
18.96%
3 year
13.60%
5 year
8.74%
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
72 months through Feb. 28, 2026Volatility (ann.)
12.33%
Sharpe
1.23
Sortino
2.33
Max drawdown
-25.45%
Best month
17.57%
Worst month
-19.98%
Beta vs VTIAX
1.03
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.