Average annual returns
Through 20251 year
4.20%
3 year
—
5 year
—
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
30 months through Feb. 28, 2026Volatility (ann.)
13.28%
Sharpe
0.59
Sortino
0.99
Max drawdown
-17.40%
Best month
8.71%
Worst month
-6.83%
Beta vs VTIAX
0.34
Correlation
0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.