Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.05%
3 year
8.75%
5 year
—
10 year
—
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.)
3.11%
Sharpe
2.46
Sortino
5.42
Max drawdown
-2.51%
Best month
2.22%
Worst month
-1.54%
Beta vs VBTLX
0.23
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.