Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.00%
3 year
6.86%
5 year
3.88%
10 year
4.23%
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
45 months through March 31, 2026Volatility (ann.)
1.95%
Sharpe
3.22
Sortino
11.26
Max drawdown
-2.80%
Best month
3.61%
Worst month
-1.47%
Beta vs VBTLX
0.30
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.