Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.02%
3 year
4.12%
5 year
1.65%
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.)
1.76%
Sharpe
2.10
Sortino
4.59
Max drawdown
-5.00%
Best month
1.63%
Worst month
-1.30%
Beta vs VBTLX
0.27
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.