Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.10%
3 year
9.12%
5 year
3.83%
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.)
4.55%
Sharpe
1.65
Sortino
4.18
Max drawdown
-14.92%
Best month
5.54%
Worst month
-10.26%
Beta vs VBTLX
0.69
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.