Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.67%
3 year
7.07%
5 year
4.13%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
1.84%
Sharpe
3.31
Sortino
16.02
Max drawdown
-6.28%
Best month
3.88%
Worst month
-4.71%
Beta vs VBTLX
0.26
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.