Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.10%
3 year
9.11%
5 year
4.48%
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.)
4.05%
Sharpe
1.87
Sortino
4.98
Max drawdown
-14.19%
Best month
4.56%
Worst month
-13.02%
Beta vs VBTLX
0.57
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.