Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.96%
3 year
4.09%
5 year
1.10%
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.)
4.46%
Sharpe
0.66
Sortino
1.11
Max drawdown
-14.11%
Best month
4.19%
Worst month
-6.79%
Beta vs VBTLX
0.77
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.