Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.68%
3 year
10.36%
5 year
5.12%
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.)
4.34%
Sharpe
2.06
Sortino
5.37
Max drawdown
-19.98%
Best month
5.31%
Worst month
-11.53%
Beta vs VBTLX
0.20
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.