Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.92%
3 year
6.39%
5 year
0.95%
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
76 months through March 31, 2026Volatility (ann.)
4.37%
Sharpe
1.16
Sortino
2.22
Max drawdown
-16.10%
Best month
3.75%
Worst month
-7.57%
Beta vs VBTLX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.