Average annual returns
Through 20251 year
22.50%
3 year
15.69%
5 year
7.08%
10 year
10.25%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
14.61%
Sharpe
1.29
Sortino
2.71
Max drawdown
-31.76%
Best month
12.08%
Worst month
-14.64%
Beta vs VTIAX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.