Average annual returns
Through 20251 year
27.48%
3 year
11.12%
5 year
2.12%
10 year
7.29%
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.)
15.05%
Sharpe
1.11
Sortino
2.30
Max drawdown
-10.69%
Best month
8.54%
Worst month
-6.35%
Beta vs VTIAX
0.24
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.