Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.54%
3 year
7.39%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through March 31, 2026Volatility (ann.)
5.12%
Sharpe
1.33
Sortino
2.63
Max drawdown
-16.55%
Best month
5.21%
Worst month
-5.02%
Beta vs VBTLX
0.89
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.