Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.72%
3 year
5.53%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
41 months through April 30, 2026Volatility (ann.)
1.65%
Sharpe
3.08
Sortino
8.71
Max drawdown
-0.65%
Best month
1.50%
Worst month
-0.65%
Beta vs VBTLX
0.27
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.