Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.42%
3 year
5.30%
5 year
1.74%
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.)
2.34%
Sharpe
2.04
Sortino
4.54
Max drawdown
-7.97%
Best month
1.99%
Worst month
-1.64%
Beta vs VBTLX
0.40
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.