Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.12%
3 year
7.86%
5 year
1.68%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
4.18%
Sharpe
1.62
Sortino
3.89
Max drawdown
-21.35%
Best month
6.88%
Worst month
-12.63%
Beta vs VBTLX
0.65
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.