Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.98%
3 year
7.52%
5 year
1.98%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through March 31, 2026Volatility (ann.)
4.94%
Sharpe
1.27
Sortino
2.84
Max drawdown
-16.11%
Best month
5.13%
Worst month
-4.54%
Beta vs VBTLX
0.82
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.