Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.05%
3 year
—
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
2025 onward derived from N-PORT monthly returnsRisk statistics
39 months through March 31, 2026Volatility (ann.)
4.08%
Sharpe
0.84
Sortino
1.41
Max drawdown
-3.69%
Best month
2.91%
Worst month
-2.21%
Beta vs VBTLX
0.69
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.