Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.82%
3 year
5.24%
5 year
2.47%
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.)
2.07%
Sharpe
2.23
Sortino
3.53
Max drawdown
-7.09%
Best month
1.97%
Worst month
-3.06%
Beta vs VBTLX
0.07
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.