Average annual returns
Through 20251 year
39.26%
3 year
18.96%
5 year
19.19%
10 year
11.73%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
50 months through Feb. 28, 2026Volatility (ann.)
13.83%
Sharpe
1.43
Sortino
2.99
Max drawdown
-24.84%
Best month
14.56%
Worst month
-16.66%
Beta vs VTIAX
0.83
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.