Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.75%
3 year
10.44%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
54 months through March 31, 2026Volatility (ann.)
4.41%
Sharpe
2.04
Sortino
5.29
Max drawdown
-19.00%
Best month
5.48%
Worst month
-6.98%
Beta vs VBTLX
0.20
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.