Average annual returns
Through 20251 year
31.56%
3 year
14.00%
5 year
9.90%
10 year
6.68%
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.)
12.53%
Sharpe
1.43
Sortino
2.84
Max drawdown
-19.79%
Best month
11.01%
Worst month
-13.08%
Beta vs VTIAX
0.86
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.