Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.66%
3 year
9.00%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
76 months through March 31, 2026Volatility (ann.)
4.27%
Sharpe
1.80
Sortino
4.27
Max drawdown
-16.19%
Best month
5.12%
Worst month
-11.75%
Beta vs VBTLX
0.68
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.