Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.14%
3 year
5.11%
5 year
2.25%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
27 months through March 31, 2026Volatility (ann.)
4.54%
Sharpe
0.75
Sortino
1.15
Max drawdown
-2.72%
Best month
2.16%
Worst month
-2.44%
Beta vs VBTLX
0.89
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.