Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.98%
3 year
8.37%
5 year
2.12%
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.)
5.23%
Sharpe
1.41
Sortino
2.98
Max drawdown
-18.34%
Best month
6.41%
Worst month
-12.59%
Beta vs VBTLX
0.71
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.