Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.21%
3 year
9.02%
5 year
1.22%
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.)
5.68%
Sharpe
1.28
Sortino
2.23
Max drawdown
-23.87%
Best month
6.97%
Worst month
-13.41%
Beta vs VBTLX
0.67
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.