Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.75%
3 year
4.76%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
3.44%
Sharpe
1.04
Sortino
1.94
Max drawdown
-10.55%
Best month
3.70%
Worst month
-6.23%
Beta vs VBTLX
0.56
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.