Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.59%
3 year
6.20%
5 year
3.00%
10 year
—
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
74 months through March 31, 2026Volatility (ann.)
1.65%
Sharpe
3.38
Sortino
6.96
Max drawdown
-7.10%
Best month
1.86%
Worst month
-3.06%
Beta vs VBTLX
0.20
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.