Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.68%
3 year
6.04%
5 year
1.45%
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.)
3.84%
Sharpe
1.32
Sortino
2.46
Max drawdown
-11.91%
Best month
2.87%
Worst month
-2.94%
Beta vs VBTLX
0.66
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.