Average annual returns
Through 20251 year
36.50%
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
27 months through Feb. 28, 2026Volatility (ann.)
11.56%
Sharpe
1.80
Sortino
4.37
Max drawdown
-8.43%
Best month
7.33%
Worst month
-4.74%
Beta vs VTIAX
0.88
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.