Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.40%
3 year
5.11%
5 year
2.11%
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.)
1.69%
Sharpe
2.77
Sortino
8.86
Max drawdown
-6.16%
Best month
1.79%
Worst month
-2.17%
Beta vs VBTLX
0.28
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.