Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.66%
3 year
5.43%
5 year
2.38%
10 year
2.60%
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
81 months through March 31, 2026Volatility (ann.)
1.64%
Sharpe
3.05
Sortino
8.95
Max drawdown
-5.61%
Best month
1.73%
Worst month
-1.83%
Beta vs VBTLX
0.26
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.