Average annual returns
Through 20251 year
35.29%
3 year
16.71%
5 year
1.42%
10 year
7.58%
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.)
13.12%
Sharpe
1.74
Sortino
3.91
Max drawdown
-42.52%
Best month
14.74%
Worst month
-17.07%
Beta vs VTIAX
0.97
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.