Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.63%
3 year
5.31%
5 year
2.53%
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.)
1.66%
Sharpe
2.96
Sortino
9.25
Max drawdown
-4.67%
Best month
1.37%
Worst month
-2.30%
Beta vs VBTLX
0.28
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.