Average annual returns
Through 20251 year
35.74%
3 year
14.51%
5 year
8.66%
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
72 months through Feb. 28, 2026Volatility (ann.)
13.60%
Sharpe
1.13
Sortino
1.99
Max drawdown
-29.14%
Best month
19.39%
Worst month
-10.94%
Beta vs VTIAX
1.07
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.