Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.22%
3 year
5.48%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
60 months through March 31, 2026Volatility (ann.)
0.70%
Sharpe
7.49
Sortino
101.93
Max drawdown
-1.52%
Best month
0.87%
Worst month
-0.52%
Beta vs VBTLX
0.10
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.