Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.90%
3 year
9.36%
5 year
4.22%
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.)
4.49%
Sharpe
1.80
Sortino
4.82
Max drawdown
-14.37%
Best month
6.36%
Worst month
-11.89%
Beta vs VBTLX
0.65
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.