Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.81%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
36 months through March 31, 2026Volatility (ann.)
1.73%
Sharpe
3.16
Sortino
11.18
Max drawdown
-0.58%
Best month
1.69%
Worst month
-0.58%
Beta vs VBTLX
0.29
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.