Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.24%
3 year
6.14%
5 year
1.16%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
63 months through March 31, 2026Volatility (ann.)
5.30%
Sharpe
0.92
Sortino
1.63
Max drawdown
-16.70%
Best month
4.98%
Worst month
-3.54%
Beta vs VBTLX
0.24
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.