Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.96%
3 year
4.33%
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
40 months through March 31, 2026Volatility (ann.)
1.54%
Sharpe
2.53
Sortino
6.26
Max drawdown
-0.76%
Best month
1.57%
Worst month
-0.74%
Beta vs VBTLX
0.23
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.