Average annual returns
Through 20251 year
39.83%
3 year
20.30%
5 year
13.18%
10 year
9.67%
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.)
11.84%
Sharpe
1.86
Sortino
3.78
Max drawdown
-25.96%
Best month
19.50%
Worst month
-14.94%
Beta vs VTIAX
0.94
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.