Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.29%
3 year
7.03%
5 year
4.66%
10 year
5.70%
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
33 months through March 31, 2026Volatility (ann.)
1.39%
Sharpe
5.18
Sortino
20.56
Max drawdown
-0.55%
Best month
1.30%
Worst month
-0.55%
Beta vs VBTLX
0.14
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.