Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.75%
3 year
5.39%
5 year
3.00%
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
81 months through March 31, 2026Volatility (ann.)
0.87%
Sharpe
5.86
Sortino
88.43
Max drawdown
-2.78%
Best month
2.24%
Worst month
-2.78%
Beta vs VBTLX
0.12
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.