Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.45%
3 year
6.02%
5 year
4.98%
10 year
—
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
75 months through March 31, 2026Volatility (ann.)
2.95%
Sharpe
1.78
Sortino
4.01
Max drawdown
-2.80%
Best month
7.78%
Worst month
-1.90%
Beta vs VBTLX
0.21
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.