Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.10%
3 year
7.88%
5 year
3.23%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
3.25%
Sharpe
2.13
Sortino
5.62
Max drawdown
-12.09%
Best month
4.46%
Worst month
-7.19%
Beta vs VBTLX
0.43
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.