Average annual returns
Through 20251 year
36.91%
3 year
16.50%
5 year
8.54%
10 year
8.04%
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.)
11.98%
Sharpe
1.41
Sortino
2.66
Max drawdown
-27.98%
Best month
15.92%
Worst month
-13.55%
Beta vs VTIAX
1.03
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.