Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.26%
3 year
9.53%
5 year
3.74%
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.)
4.39%
Sharpe
1.84
Sortino
4.52
Max drawdown
-16.51%
Best month
5.23%
Worst month
-13.62%
Beta vs VBTLX
0.62
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.