Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.90%
3 year
9.45%
5 year
5.59%
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.)
4.46%
Sharpe
1.88
Sortino
4.62
Max drawdown
-16.23%
Best month
5.51%
Worst month
-14.98%
Beta vs VBTLX
0.60
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.