Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.09%
3 year
5.06%
5 year
1.48%
10 year
2.04%
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.)
2.35%
Sharpe
1.93
Sortino
4.23
Max drawdown
-8.37%
Best month
2.01%
Worst month
-1.66%
Beta vs VBTLX
0.41
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.