Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.66%
3 year
5.18%
5 year
2.23%
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.)
1.57%
Sharpe
2.99
Sortino
8.85
Max drawdown
-5.42%
Best month
2.72%
Worst month
-3.79%
Beta vs VBTLX
0.25
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.