Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.70%
3 year
8.99%
5 year
2.97%
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
76 months through March 31, 2026Volatility (ann.)
4.31%
Sharpe
1.78
Sortino
4.21
Max drawdown
-16.24%
Best month
5.11%
Worst month
-11.76%
Beta vs VBTLX
0.69
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.