Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.45%
3 year
6.48%
5 year
2.17%
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.)
2.45%
Sharpe
2.36
Sortino
8.40
Max drawdown
-9.67%
Best month
3.86%
Worst month
-5.48%
Beta vs VBTLX
0.18
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.