Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.37%
3 year
1.61%
5 year
1.97%
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
73 months through March 31, 2026Volatility (ann.)
3.18%
Sharpe
0.35
Sortino
0.50
Max drawdown
-7.51%
Best month
2.36%
Worst month
-2.78%
Beta vs VBTLX
-0.14
Correlation
-0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.