Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.55%
3 year
9.34%
5 year
4.91%
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
75 months through March 31, 2026Volatility (ann.)
3.99%
Sharpe
2.02
Sortino
4.62
Max drawdown
-18.22%
Best month
7.61%
Worst month
-16.66%
Beta vs VBTLX
-0.05
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.