Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.00%
3 year
8.88%
5 year
3.08%
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.)
4.52%
Sharpe
1.65
Sortino
3.89
Max drawdown
-21.94%
Best month
6.18%
Worst month
-8.60%
Beta vs VBTLX
0.62
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.