Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.16%
3 year
9.72%
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
57 months through March 31, 2026Volatility (ann.)
4.21%
Sharpe
1.95
Sortino
5.52
Max drawdown
-13.41%
Best month
4.79%
Worst month
-6.07%
Beta vs VBTLX
0.54
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.