Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.40%
3 year
8.29%
5 year
4.63%
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.)
2.02%
Sharpe
4.05
Sortino
12.37
Max drawdown
-7.37%
Best month
3.36%
Worst month
-7.14%
Beta vs VBTLX
0.23
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.