Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.86%
3 year
5.11%
5 year
1.60%
10 year
2.24%
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.)
2.24%
Sharpe
1.94
Sortino
4.27
Max drawdown
-8.04%
Best month
1.74%
Worst month
-1.88%
Beta vs VBTLX
0.37
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.