Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.93%
3 year
7.43%
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
55 months through March 31, 2026Volatility (ann.)
4.37%
Sharpe
1.39
Sortino
3.11
Max drawdown
-13.99%
Best month
4.03%
Worst month
-4.55%
Beta vs VBTLX
0.74
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.