Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.43%
3 year
7.39%
5 year
1.94%
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.)
4.76%
Sharpe
1.74
Sortino
4.01
Max drawdown
-16.85%
Best month
8.29%
Worst month
-13.21%
Beta vs VBTLX
0.67
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.