Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.64%
3 year
6.22%
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
47 months through March 31, 2026Volatility (ann.)
7.03%
Sharpe
0.63
Sortino
1.14
Max drawdown
-9.73%
Best month
6.77%
Worst month
-5.60%
Beta vs VBTLX
1.24
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.