Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.88%
3 year
9.39%
5 year
4.26%
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.)
4.44%
Sharpe
1.83
Sortino
4.91
Max drawdown
-14.32%
Best month
6.39%
Worst month
-11.84%
Beta vs VBTLX
0.64
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.