Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.87%
3 year
8.43%
5 year
3.46%
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
70 months through March 31, 2026Volatility (ann.)
4.36%
Sharpe
2.01
Sortino
4.52
Max drawdown
-12.36%
Best month
5.09%
Worst month
-5.92%
Beta vs VBTLX
0.57
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.