Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.58%
3 year
6.85%
5 year
1.79%
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.)
5.90%
Sharpe
0.93
Sortino
1.77
Max drawdown
-15.35%
Best month
5.25%
Worst month
-4.31%
Beta vs VBTLX
0.96
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.