Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.00%
3 year
7.89%
5 year
4.28%
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.)
1.99%
Sharpe
3.91
Sortino
11.55
Max drawdown
-7.45%
Best month
3.36%
Worst month
-7.14%
Beta vs VBTLX
0.23
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.