Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.51%
3 year
8.45%
5 year
2.95%
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.)
4.82%
Sharpe
1.93
Sortino
4.67
Max drawdown
-15.50%
Best month
8.39%
Worst month
-13.16%
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.