Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.97%
3 year
7.85%
5 year
2.99%
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.)
3.25%
Sharpe
2.09
Sortino
5.57
Max drawdown
-12.07%
Best month
4.45%
Worst month
-7.18%
Beta vs VBTLX
0.44
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.