Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.91%
3 year
4.99%
5 year
1.88%
10 year
2.23%
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.)
1.86%
Sharpe
2.52
Sortino
6.65
Max drawdown
-6.47%
Best month
1.54%
Worst month
-1.52%
Beta vs VBTLX
0.31
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.