Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.13%
3 year
8.76%
5 year
3.00%
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.)
4.26%
Sharpe
1.66
Sortino
3.90
Max drawdown
-16.48%
Best month
5.76%
Worst month
-12.71%
Beta vs VBTLX
0.64
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.