Average annual returns
Through 20251 year
8.39%
3 year
12.12%
5 year
5.91%
10 year
10.18%
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.)
11.47%
Sharpe
0.99
Sortino
1.74
Max drawdown
-29.15%
Best month
12.21%
Worst month
-9.53%
Beta vs VTIAX
0.76
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.