Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.93%
3 year
7.36%
5 year
4.37%
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
75 months through March 31, 2026Volatility (ann.)
1.87%
Sharpe
3.38
Sortino
18.38
Max drawdown
-6.29%
Best month
4.00%
Worst month
-4.61%
Beta vs VBTLX
0.26
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.