Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.16%
3 year
9.54%
5 year
4.03%
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.)
4.01%
Sharpe
2.01
Sortino
5.31
Max drawdown
-15.17%
Best month
5.79%
Worst month
-10.84%
Beta vs VBTLX
0.59
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.