Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.44%
3 year
10.72%
5 year
4.33%
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.)
4.04%
Sharpe
2.26
Sortino
6.73
Max drawdown
-17.11%
Best month
7.13%
Worst month
-15.09%
Beta vs VBTLX
0.52
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.