Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.18%
3 year
4.30%
5 year
1.31%
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.)
4.48%
Sharpe
0.71
Sortino
1.23
Max drawdown
-13.84%
Best month
4.18%
Worst month
-6.70%
Beta vs VBTLX
0.78
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.