Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.53%
3 year
4.59%
5 year
2.22%
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.)
3.13%
Sharpe
1.23
Sortino
2.39
Max drawdown
-8.51%
Best month
3.40%
Worst month
-4.76%
Beta vs VBTLX
0.51
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.