Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.61%
3 year
5.21%
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
60 months through March 31, 2026Volatility (ann.)
5.84%
Sharpe
0.70
Sortino
1.24
Max drawdown
-18.83%
Best month
4.70%
Worst month
-4.18%
Beta vs VBTLX
1.04
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.