Average annual returns
Through 20251 year
16.54%
3 year
16.36%
5 year
6.64%
10 year
10.96%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
12.02%
Sharpe
1.18
Sortino
2.19
Max drawdown
-28.66%
Best month
12.70%
Worst month
-12.77%
Beta vs VTIAX
0.83
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.