Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.88%
3 year
7.77%
5 year
0.13%
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.)
5.64%
Sharpe
1.10
Sortino
1.87
Max drawdown
-25.32%
Best month
6.89%
Worst month
-13.64%
Beta vs VBTLX
0.68
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.