Average annual returns
Through 20251 year
27.55%
3 year
17.94%
5 year
0.08%
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
78 months through Feb. 28, 2026Volatility (ann.)
18.56%
Sharpe
0.78
Sortino
1.44
Max drawdown
-47.22%
Best month
14.35%
Worst month
-14.44%
Beta vs VTIAX
-0.22
Correlation
-0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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