Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.45%
3 year
8.56%
5 year
4.88%
10 year
5.47%
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.)
2.78%
Sharpe
2.74
Sortino
11.68
Max drawdown
-9.64%
Best month
3.43%
Worst month
-6.82%
Beta vs VBTLX
0.35
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.