Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.55%
3 year
4.62%
5 year
—
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
78 months through March 31, 2026Volatility (ann.)
4.69%
Sharpe
0.73
Sortino
1.34
Max drawdown
-9.47%
Best month
4.18%
Worst month
-4.54%
Beta vs VBTLX
0.82
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.