Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.20%
3 year
8.96%
5 year
3.28%
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.)
4.93%
Sharpe
1.90
Sortino
4.77
Max drawdown
-16.25%
Best month
9.02%
Worst month
-14.03%
Beta vs VBTLX
0.66
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.