Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.55%
3 year
10.66%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through March 31, 2026Volatility (ann.)
4.51%
Sharpe
2.00
Sortino
5.55
Max drawdown
-7.60%
Best month
6.08%
Worst month
-7.29%
Beta vs VBTLX
0.67
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.