Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.68%
3 year
9.24%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
49 months through March 31, 2026Volatility (ann.)
4.92%
Sharpe
1.98
Sortino
5.00
Max drawdown
-10.58%
Best month
5.96%
Worst month
-6.09%
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.