Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.55%
3 year
5.47%
5 year
3.54%
10 year
4.05%
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
81 months through March 31, 2026Volatility (ann.)
4.36%
Sharpe
1.27
Sortino
2.37
Max drawdown
-7.35%
Best month
3.97%
Worst month
-3.40%
Beta vs VBTLX
0.68
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.