Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.98%
3 year
4.80%
5 year
1.44%
10 year
2.03%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
2.38%
Sharpe
1.75
Sortino
3.76
Max drawdown
-7.94%
Best month
1.90%
Worst month
-1.90%
Beta vs VBTLX
0.39
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.