Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.04%
3 year
4.90%
5 year
1.54%
10 year
2.11%
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.)
2.38%
Sharpe
1.81
Sortino
3.90
Max drawdown
-7.81%
Best month
1.82%
Worst month
-1.89%
Beta vs VBTLX
0.39
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.