Average annual returns
Through 20251 year
34.77%
3 year
16.08%
5 year
3.88%
10 year
7.19%
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.)
12.12%
Sharpe
1.63
Sortino
3.37
Max drawdown
-36.70%
Best month
12.78%
Worst month
-18.85%
Beta vs VTIAX
0.99
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.