Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
8.90%
5 year
4.34%
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.)
4.28%
Sharpe
1.68
Sortino
4.06
Max drawdown
-17.53%
Best month
5.29%
Worst month
-15.56%
Beta vs VBTLX
0.62
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.