Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.78%
3 year
4.89%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
39 months through March 31, 2026Volatility (ann.)
5.53%
Sharpe
1.05
Sortino
2.07
Max drawdown
-6.23%
Best month
4.66%
Worst month
-2.89%
Beta vs VBTLX
0.39
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.