Average annual returns
Through 20251 year
12.63%
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
25 months through Feb. 28, 2026Volatility (ann.)
24.14%
Sharpe
0.06
Sortino
0.09
Max drawdown
-31.44%
Best month
14.29%
Worst month
-12.10%
Beta vs VTIAX
0.33
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.