Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.71%
3 year
8.38%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
46 months through March 31, 2026Volatility (ann.)
4.94%
Sharpe
1.81
Sortino
4.36
Max drawdown
-7.76%
Best month
6.01%
Worst month
-6.06%
Beta vs VBTLX
0.70
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.