Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.31%
3 year
4.54%
5 year
0.02%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
62 months through March 31, 2026Volatility (ann.)
4.43%
Sharpe
0.83
Sortino
1.43
Max drawdown
-13.40%
Best month
3.02%
Worst month
-3.04%
Beta vs VBTLX
0.77
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.