Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.29%
3 year
5.07%
5 year
2.11%
10 year
2.48%
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.)
1.70%
Sharpe
2.44
Sortino
6.38
Max drawdown
-6.32%
Best month
2.94%
Worst month
-3.47%
Beta vs VBTLX
0.25
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.