Average annual returns
Through 20251 year
23.72%
3 year
16.15%
5 year
9.30%
10 year
7.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
47 months through Feb. 28, 2026Volatility (ann.)
12.63%
Sharpe
1.27
Sortino
2.46
Max drawdown
-21.48%
Best month
12.30%
Worst month
-8.16%
Beta vs VTIAX
0.98
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.