Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.84%
3 year
5.05%
5 year
1.12%
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.)
4.49%
Sharpe
0.91
Sortino
1.73
Max drawdown
-11.91%
Best month
3.93%
Worst month
-3.83%
Beta vs VBTLX
0.78
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.