Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.86%
3 year
5.59%
5 year
2.58%
10 year
2.71%
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.)
1.60%
Sharpe
3.26
Sortino
11.63
Max drawdown
-5.34%
Best month
2.20%
Worst month
-2.47%
Beta vs VBTLX
0.26
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.