Average annual returns
Through 20251 year
15.90%
3 year
8.17%
5 year
1.50%
10 year
5.84%
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.)
13.96%
Sharpe
0.70
Sortino
1.18
Max drawdown
-36.13%
Best month
12.96%
Worst month
-17.15%
Beta vs VTIAX
1.15
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.