Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.17%
3 year
4.97%
5 year
2.13%
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.)
3.52%
Sharpe
1.11
Sortino
2.11
Max drawdown
-10.39%
Best month
3.84%
Worst month
-6.24%
Beta vs VBTLX
0.58
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.