Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.12%
3 year
7.85%
5 year
2.24%
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
75 months through March 31, 2026Volatility (ann.)
4.92%
Sharpe
1.69
Sortino
3.97
Max drawdown
-16.63%
Best month
8.99%
Worst month
-14.10%
Beta vs VBTLX
0.67
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.