Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.06%
3 year
7.84%
5 year
2.72%
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.)
4.41%
Sharpe
1.52
Sortino
3.42
Max drawdown
-15.46%
Best month
5.74%
Worst month
-8.88%
Beta vs VBTLX
0.70
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.