Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.41%
3 year
5.84%
5 year
2.66%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
74 months through March 31, 2026Volatility (ann.)
1.69%
Sharpe
3.09
Sortino
6.39
Max drawdown
-7.53%
Best month
1.86%
Worst month
-3.07%
Beta vs VBTLX
0.21
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.