Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.00%
3 year
8.73%
5 year
3.52%
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.)
3.91%
Sharpe
1.83
Sortino
4.65
Max drawdown
-14.05%
Best month
5.96%
Worst month
-9.35%
Beta vs VBTLX
0.59
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.