Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.30%
3 year
4.74%
5 year
2.63%
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
75 months through March 31, 2026Volatility (ann.)
2.05%
Sharpe
2.01
Sortino
3.49
Max drawdown
-4.97%
Best month
2.33%
Worst month
-3.07%
Beta vs VBTLX
0.30
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.