Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.93%
3 year
5.75%
5 year
3.59%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
0.47%
Sharpe
11.63
Sortino
Max drawdown
-4.63%
Best month
1.62%
Worst month
-4.63%
Beta vs VBTLX
0.05
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.