Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.66%
3 year
3.98%
5 year
3.10%
10 year
4.66%
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
75 months through March 31, 2026Volatility (ann.)
1.00%
Sharpe
3.51
Sortino
6.01
Max drawdown
-1.21%
Best month
1.83%
Worst month
-1.21%
Beta vs VBTLX
0.02
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.