Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.42%
3 year
6.80%
5 year
3.95%
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
75 months through March 31, 2026Volatility (ann.)
3.33%
Sharpe
1.64
Sortino
3.16
Max drawdown
-4.00%
Best month
3.79%
Worst month
-2.14%
Beta vs VBTLX
0.34
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.