Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.31%
3 year
4.94%
5 year
3.16%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
0.28%
Sharpe
17.55
Sortino
Max drawdown
-2.24%
Best month
1.69%
Worst month
-2.24%
Beta vs VBTLX
0.01
Correlation
0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.