Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.25%
3 year
4.80%
5 year
1.99%
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.)
1.63%
Sharpe
2.67
Sortino
7.27
Max drawdown
-5.26%
Best month
1.51%
Worst month
-1.26%
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.