Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.08%
3 year
3.91%
5 year
0.67%
10 year
1.25%
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.)
2.34%
Sharpe
1.43
Sortino
2.72
Max drawdown
-8.88%
Best month
1.92%
Worst month
-1.97%
Beta vs VBTLX
0.38
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.