Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.59%
3 year
5.25%
5 year
3.78%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
2.23%
Sharpe
2.10
Sortino
5.31
Max drawdown
-5.25%
Best month
2.15%
Worst month
-3.43%
Beta vs VBTLX
0.32
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.