Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.31%
3 year
4.77%
5 year
6.22%
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
48 months through March 31, 2026Volatility (ann.)
2.24%
Sharpe
2.02
Sortino
3.89
Max drawdown
-2.00%
Best month
1.85%
Worst month
-1.49%
Beta vs VBTLX
0.07
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.