Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.40%
3 year
7.63%
5 year
1.96%
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.)
5.44%
Sharpe
1.08
Sortino
2.21
Max drawdown
-16.67%
Best month
5.14%
Worst month
-7.94%
Beta vs VBTLX
0.67
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.