Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.05%
3 year
5.60%
5 year
1.64%
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.)
2.48%
Sharpe
1.97
Sortino
4.74
Max drawdown
-9.86%
Best month
3.30%
Worst month
-5.15%
Beta vs VBTLX
0.43
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.