Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.73%
3 year
7.95%
5 year
2.90%
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.)
4.02%
Sharpe
1.68
Sortino
4.27
Max drawdown
-15.65%
Best month
6.46%
Worst month
-11.92%
Beta vs VBTLX
0.58
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.