Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.39%
3 year
10.02%
5 year
4.78%
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.)
4.40%
Sharpe
1.96
Sortino
4.96
Max drawdown
-19.99%
Best month
5.32%
Worst month
-11.56%
Beta vs VBTLX
0.20
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.