Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.11%
3 year
5.77%
5 year
1.06%
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.)
5.59%
Sharpe
0.81
Sortino
1.49
Max drawdown
-14.46%
Best month
4.80%
Worst month
-5.88%
Beta vs VBTLX
1.00
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.