Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.42%
3 year
5.13%
5 year
3.97%
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
81 months through March 31, 2026Volatility (ann.)
0.44%
Sharpe
11.75
Sortino
Max drawdown
-1.43%
Best month
0.82%
Worst month
-1.22%
Beta vs VBTLX
0.01
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.