Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.23%
3 year
10.48%
5 year
5.23%
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
79 months through March 31, 2026Volatility (ann.)
4.44%
Sharpe
1.97
Sortino
5.14
Max drawdown
-13.91%
Best month
6.22%
Worst month
-10.01%
Beta vs VBTLX
0.63
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.