Average annual returns
Through 20251 year
34.02%
3 year
17.51%
5 year
5.60%
10 year
8.57%
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.)
12.69%
Sharpe
1.51
Sortino
2.99
Max drawdown
-38.47%
Best month
13.33%
Worst month
-14.89%
Beta vs VTIAX
1.07
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.