Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.16%
3 year
11.23%
5 year
6.80%
10 year
8.77%
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.)
0.12%
Sharpe
1.22
Sortino
2.18
Max drawdown
-0.35%
Best month
0.11%
Worst month
-0.12%
Beta vs VTSAX
0.01
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.