Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.43%
3 year
5.14%
5 year
2.37%
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
81 months through March 31, 2026Volatility (ann.)
1.67%
Sharpe
2.85
Sortino
8.42
Max drawdown
-4.72%
Best month
1.36%
Worst month
-2.22%
Beta vs VBTLX
0.28
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.