Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.64%
3 year
4.19%
5 year
0.96%
10 year
1.40%
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.)
2.44%
Sharpe
1.48
Sortino
2.89
Max drawdown
-8.35%
Best month
2.00%
Worst month
-2.05%
Beta vs VBTLX
0.39
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.