Average annual returns
Through 20251 year
29.88%
3 year
15.84%
5 year
5.71%
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.)
21.55%
Sharpe
0.64
Sortino
1.05
Max drawdown
-33.02%
Best month
25.14%
Worst month
-18.61%
Beta vs VTIAX
0.10
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.