Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.49%
3 year
7.07%
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.)
2.05%
Sharpe
3.31
Sortino
10.55
Max drawdown
-9.55%
Best month
2.87%
Worst month
-5.08%
Beta vs VBTLX
0.32
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.