Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.76%
3 year
—
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
38 months through March 31, 2026Volatility (ann.)
3.97%
Sharpe
1.54
Sortino
2.99
Max drawdown
-4.49%
Best month
3.54%
Worst month
-2.54%
Beta vs VBTLX
0.44
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.