Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.21%
3 year
5.87%
5 year
0.57%
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
80 months through March 31, 2026Volatility (ann.)
3.66%
Sharpe
1.31
Sortino
2.71
Max drawdown
-15.10%
Best month
3.28%
Worst month
-4.92%
Beta vs VBTLX
0.58
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.