Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.87%
3 year
5.23%
5 year
3.33%
10 year
2.62%
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.)
0.67%
Sharpe
7.41
Sortino
160.11
Max drawdown
-3.09%
Best month
1.63%
Worst month
-3.09%
Beta vs VBTLX
0.10
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.