Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.76%
3 year
5.15%
5 year
0.82%
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.)
3.46%
Sharpe
1.24
Sortino
2.42
Max drawdown
-12.29%
Best month
2.69%
Worst month
-2.79%
Beta vs VBTLX
0.61
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.