Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.92%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
38 months through March 31, 2026Volatility (ann.)
3.94%
Sharpe
1.62
Sortino
3.19
Max drawdown
-4.33%
Best month
3.55%
Worst month
-2.51%
Beta vs VBTLX
0.43
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.