Average annual returns
Through 20251 year
22.25%
3 year
11.63%
5 year
6.91%
10 year
6.94%
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.)
10.80%
Sharpe
1.37
Sortino
2.51
Max drawdown
-29.88%
Best month
14.54%
Worst month
-19.76%
Beta vs VTIAX
0.83
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.