Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.14%
3 year
4.47%
5 year
1.72%
10 year
1.78%
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.)
1.63%
Sharpe
2.46
Sortino
5.98
Max drawdown
-5.30%
Best month
1.63%
Worst month
-1.40%
Beta vs VBTLX
0.24
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.