Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.13%
3 year
8.50%
5 year
3.54%
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.)
10.77%
Sharpe
0.77
Sortino
1.19
Max drawdown
-18.08%
Best month
5.51%
Worst month
-7.14%
Beta vs VBTLX
1.09
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.