Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.93%
3 year
6.01%
5 year
3.01%
10 year
3.11%
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
36 months through March 31, 2026Volatility (ann.)
1.73%
Sharpe
3.22
Sortino
11.82
Max drawdown
-0.57%
Best month
1.69%
Worst month
-0.57%
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.