Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.15%
3 year
9.95%
5 year
7.25%
10 year
7.50%
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
1.17
Sortino
1.99
Max drawdown
-0.20%
Best month
0.10%
Worst month
-0.10%
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.