Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.10%
3 year
10.33%
5 year
5.11%
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.)
4.22%
Sharpe
2.04
Sortino
5.26
Max drawdown
-13.45%
Best month
5.54%
Worst month
-10.02%
Beta vs VBTLX
0.60
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.