Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.19%
3 year
4.73%
5 year
1.91%
10 year
1.98%
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
81 months through March 31, 2026Volatility (ann.)
1.63%
Sharpe
2.63
Sortino
7.03
Max drawdown
-5.38%
Best month
1.51%
Worst month
-1.27%
Beta vs VBTLX
0.25
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.