Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.76%
3 year
5.95%
5 year
2.20%
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
78 months through March 31, 2026Volatility (ann.)
2.46%
Sharpe
2.18
Sortino
5.60
Max drawdown
-8.59%
Best month
2.70%
Worst month
-3.48%
Beta vs VBTLX
0.42
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.