Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.57%
3 year
5.96%
5 year
3.15%
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.)
3.30%
Sharpe
1.42
Sortino
2.59
Max drawdown
-4.76%
Best month
3.66%
Worst month
-2.22%
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.