Average annual returns
Through 20251 year
29.06%
3 year
14.98%
5 year
8.57%
10 year
—
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.)
12.07%
Sharpe
1.42
Sortino
2.71
Max drawdown
-27.05%
Best month
20.54%
Worst month
-17.91%
Beta vs VTIAX
1.05
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.