Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.99%
3 year
4.17%
5 year
0.79%
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.)
4.35%
Sharpe
0.70
Sortino
1.18
Max drawdown
-14.08%
Best month
4.46%
Worst month
-6.63%
Beta vs VBTLX
0.76
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.