Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.57%
3 year
8.92%
5 year
5.25%
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.)
2.94%
Sharpe
2.70
Sortino
9.91
Max drawdown
-12.35%
Best month
5.91%
Worst month
-11.42%
Beta vs VBTLX
0.37
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.