Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.76%
3 year
4.47%
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.)
3.28%
Sharpe
1.09
Sortino
2.03
Max drawdown
-10.63%
Best month
3.18%
Worst month
-6.32%
Beta vs VBTLX
0.53
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.