Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.22%
3 year
10.12%
5 year
3.24%
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.)
4.74%
Sharpe
1.82
Sortino
4.16
Max drawdown
-17.48%
Best month
4.71%
Worst month
-13.56%
Beta vs VBTLX
0.66
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.