Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.94%
3 year
6.32%
5 year
3.39%
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.)
1.89%
Sharpe
2.82
Sortino
11.60
Max drawdown
-6.64%
Best month
3.83%
Worst month
-4.79%
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.