Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.08%
3 year
6.36%
5 year
1.28%
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
81 months through March 31, 2026Volatility (ann.)
4.58%
Sharpe
1.13
Sortino
2.16
Max drawdown
-14.71%
Best month
4.13%
Worst month
-3.88%
Beta vs VBTLX
0.81
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.