Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.35%
3 year
9.35%
5 year
3.27%
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.)
4.13%
Sharpe
2.10
Sortino
5.27
Max drawdown
-18.50%
Best month
4.31%
Worst month
-9.67%
Beta vs VBTLX
0.63
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.