Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.60%
3 year
7.44%
5 year
2.11%
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.)
5.86%
Sharpe
1.04
Sortino
1.96
Max drawdown
-15.82%
Best month
4.85%
Worst month
-9.93%
Beta vs VBTLX
1.00
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.