Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.23%
3 year
9.37%
5 year
4.76%
10 year
4.95%
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
45 months through March 31, 2026Volatility (ann.)
5.67%
Sharpe
1.63
Sortino
3.52
Max drawdown
-7.26%
Best month
4.96%
Worst month
-4.38%
Beta vs VBTLX
0.89
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.