Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.50%
3 year
8.27%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through March 31, 2026Volatility (ann.)
3.75%
Sharpe
1.89
Sortino
5.56
Max drawdown
-12.48%
Best month
4.35%
Worst month
-5.98%
Beta vs VBTLX
0.50
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.