Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.49%
3 year
7.52%
5 year
3.19%
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
2.79
Sortino
10.98
Max drawdown
-8.75%
Best month
3.93%
Worst month
-5.38%
Beta vs VBTLX
0.19
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.