Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.30%
3 year
4.96%
5 year
3.13%
10 year
2.96%
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.)
2.08%
Sharpe
2.14
Sortino
5.67
Max drawdown
-5.65%
Best month
2.10%
Worst month
-3.44%
Beta vs VBTLX
0.29
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.