Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.89%
3 year
7.61%
5 year
2.47%
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.)
3.89%
Sharpe
1.55
Sortino
3.66
Max drawdown
-14.67%
Best month
5.88%
Worst month
-9.40%
Beta vs VBTLX
0.58
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.