Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.92%
3 year
4.23%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
3.69%
Sharpe
1.02
Sortino
1.88
Max drawdown
-10.39%
Best month
2.79%
Worst month
-2.48%
Beta vs VBTLX
0.20
Correlation
0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.