Average annual returns
Through 20251 year
18.39%
3 year
7.05%
5 year
-4.75%
10 year
4.78%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
35 months through Feb. 28, 2026Volatility (ann.)
12.87%
Sharpe
0.89
Sortino
1.62
Max drawdown
-12.37%
Best month
7.67%
Worst month
-5.41%
Beta vs VTIAX
0.09
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.