Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.96%
3 year
14.02%
5 year
5.93%
10 year
9.06%
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.)
7.98%
Sharpe
1.43
Sortino
2.80
Max drawdown
-22.39%
Best month
8.48%
Worst month
-11.49%
Beta vs VBTLX
0.93
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.