Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.34%
3 year
9.24%
5 year
3.69%
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.)
5.05%
Sharpe
1.62
Sortino
3.82
Max drawdown
-15.23%
Best month
5.98%
Worst month
-10.92%
Beta vs VBTLX
0.70
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.