Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.18%
3 year
8.66%
5 year
7.10%
10 year
6.74%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
0.14%
Sharpe
0.95
Sortino
1.79
Max drawdown
-0.46%
Best month
0.17%
Worst month
-0.29%
Beta vs VTSAX
0.01
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.