Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.89%
3 year
2.98%
5 year
0.54%
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.)
1.78%
Sharpe
1.45
Sortino
2.68
Max drawdown
-6.65%
Best month
1.46%
Worst month
-1.29%
Beta vs VBTLX
0.27
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.