Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.95%
3 year
6.73%
5 year
1.89%
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.)
3.23%
Sharpe
1.78
Sortino
4.22
Max drawdown
-13.04%
Best month
4.33%
Worst month
-7.38%
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.