Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.09%
3 year
10.32%
5 year
3.95%
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.)
4.02%
Sharpe
2.17
Sortino
6.29
Max drawdown
-17.29%
Best month
7.09%
Worst month
-15.10%
Beta vs VBTLX
0.52
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.