Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.94%
3 year
8.17%
5 year
2.39%
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.)
5.45%
Sharpe
1.18
Sortino
2.49
Max drawdown
-16.30%
Best month
5.19%
Worst month
-7.89%
Beta vs VBTLX
0.67
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.