Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.04%
3 year
3.61%
5 year
1.20%
10 year
1.79%
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
81 months through March 31, 2026Volatility (ann.)
1.39%
Sharpe
2.77
Sortino
7.52
Max drawdown
-5.74%
Best month
1.47%
Worst month
-1.38%
Beta vs VBTLX
0.21
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.