Average annual returns
Through 20251 year
17.00%
3 year
12.94%
5 year
19.41%
10 year
8.70%
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.)
15.00%
Sharpe
1.29
Sortino
2.50
Max drawdown
-50.70%
Best month
32.10%
Worst month
-40.12%
Beta vs VTIAX
0.71
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.