Average annual returns
Through 20251 year
74.55%
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
29 months through Feb. 28, 2026Volatility (ann.)
19.01%
Sharpe
3.16
Sortino
9.22
Max drawdown
-10.69%
Best month
16.23%
Worst month
-8.28%
Beta vs VTIAX
0.43
Correlation
0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.