Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.56%
3 year
8.11%
5 year
2.56%
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
1.39
Sortino
3.22
Max drawdown
-15.60%
Best month
5.18%
Worst month
-4.49%
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.