Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.57%
3 year
5.28%
5 year
2.66%
10 year
—
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.)
1.10%
Sharpe
4.49
Sortino
19.41
Max drawdown
-3.72%
Best month
1.71%
Worst month
-0.96%
Beta vs VBTLX
0.17
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.