Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.64%
3 year
2.94%
5 year
2.48%
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.)
0.98%
Sharpe
2.54
Sortino
3.86
Max drawdown
-1.22%
Best month
1.95%
Worst month
-1.22%
Beta vs VBTLX
0.02
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.