Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.66%
3 year
8.58%
5 year
4.34%
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.)
3.52%
Sharpe
2.02
Sortino
5.13
Max drawdown
-13.58%
Best month
4.17%
Worst month
-11.95%
Beta vs VBTLX
0.50
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.