Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.35%
3 year
4.36%
5 year
1.22%
10 year
1.60%
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.)
2.26%
Sharpe
1.66
Sortino
3.56
Max drawdown
-7.40%
Best month
1.70%
Worst month
-1.69%
Beta vs VBTLX
0.37
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.