Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.23%
3 year
6.44%
5 year
3.57%
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.)
4.63%
Sharpe
1.30
Sortino
2.77
Max drawdown
-16.29%
Best month
7.10%
Worst month
-15.34%
Beta vs VBTLX
0.21
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.