Average annual returns
Through 20251 year
13.71%
3 year
21.05%
5 year
2.11%
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.)
20.45%
Sharpe
0.92
Sortino
1.57
Max drawdown
-43.86%
Best month
17.07%
Worst month
-18.08%
Beta vs VTIAX
-0.31
Correlation
-0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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