Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.37%
3 year
4.88%
5 year
1.73%
10 year
2.22%
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.)
1.98%
Sharpe
2.26
Sortino
6.05
Max drawdown
-7.38%
Best month
1.75%
Worst month
-2.61%
Beta vs VBTLX
0.33
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.