Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.22%
3 year
4.87%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
52 months through March 31, 2026Volatility (ann.)
0.88%
Sharpe
5.18
Sortino
50.63
Max drawdown
-2.71%
Best month
1.02%
Worst month
-0.87%
Beta vs VBTLX
0.13
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.