Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.13%
3 year
3.89%
5 year
0.63%
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.)
2.35%
Sharpe
1.41
Sortino
2.70
Max drawdown
-8.98%
Best month
1.92%
Worst month
-1.97%
Beta vs VBTLX
0.39
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.