Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.53%
3 year
6.32%
5 year
3.49%
10 year
2.96%
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
81 months through March 31, 2026Volatility (ann.)
0.94%
Sharpe
6.53
Sortino
Max drawdown
-3.93%
Best month
2.06%
Worst month
-3.93%
Beta vs VBTLX
0.08
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.