Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.63%
3 year
8.40%
5 year
3.09%
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.)
4.37%
Sharpe
1.58
Sortino
3.66
Max drawdown
-16.39%
Best month
6.01%
Worst month
-13.88%
Beta vs VBTLX
0.65
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.