Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.49%
3 year
5.37%
5 year
0.10%
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.)
3.42%
Sharpe
1.23
Sortino
2.65
Max drawdown
-14.23%
Best month
3.60%
Worst month
-4.45%
Beta vs VBTLX
0.53
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.