Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.42%
3 year
3.73%
5 year
3.27%
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
75 months through March 31, 2026Volatility (ann.)
1.01%
Sharpe
3.22
Sortino
5.19
Max drawdown
-1.20%
Best month
1.95%
Worst month
-1.20%
Beta vs VBTLX
0.02
Correlation
0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.