Average annual returns
Through 20251 year
15.60%
3 year
9.93%
5 year
1.55%
10 year
6.15%
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.)
13.25%
Sharpe
0.72
Sortino
1.19
Max drawdown
-36.96%
Best month
13.11%
Worst month
-13.04%
Beta vs VTIAX
1.10
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.