Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.75%
3 year
8.44%
5 year
2.92%
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.)
5.07%
Sharpe
2.01
Sortino
5.03
Max drawdown
-18.39%
Best month
6.31%
Worst month
-13.41%
Beta vs VBTLX
0.73
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.