Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.24%
3 year
9.91%
5 year
3.68%
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.)
5.11%
Sharpe
1.65
Sortino
3.75
Max drawdown
-23.56%
Best month
5.91%
Worst month
-13.18%
Beta vs VBTLX
0.32
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.