Average annual returns
Through 20251 year
6.13%
3 year
7.40%
5 year
1.28%
10 year
6.96%
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.)
12.32%
Sharpe
0.60
Sortino
1.02
Max drawdown
-33.12%
Best month
14.51%
Worst month
-9.17%
Beta vs VTIAX
0.91
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.