Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.08%
3 year
9.06%
5 year
2.98%
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.)
4.19%
Sharpe
1.99
Sortino
4.89
Max drawdown
-18.70%
Best month
4.40%
Worst month
-9.77%
Beta vs VBTLX
0.65
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.