Average annual returns
Through 20251 year
40.23%
3 year
1.01%
5 year
-2.03%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
69 months through Feb. 28, 2026Volatility (ann.)
21.32%
Sharpe
0.33
Sortino
0.50
Max drawdown
-41.09%
Best month
12.98%
Worst month
-13.19%
Beta vs VTIAX
1.54
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.