Average annual returns
Through 20251 year
40.24%
3 year
1.05%
5 year
-2.00%
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.)
21.23%
Sharpe
0.34
Sortino
0.52
Max drawdown
-39.27%
Best month
12.86%
Worst month
-13.01%
Beta vs VTIAX
1.53
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.