Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.69%
3 year
3.32%
5 year
5.12%
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
81 months through March 31, 2026Volatility (ann.)
2.65%
Sharpe
0.84
Sortino
1.15
Max drawdown
-6.74%
Best month
3.19%
Worst month
-3.33%
Beta vs VBTLX
0.01
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.