Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.29%
3 year
4.99%
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
2.74
Sortino
7.34
Max drawdown
-0.68%
Best month
1.42%
Worst month
-0.68%
Beta vs VBTLX
0.27
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.