Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.48%
3 year
10.01%
5 year
4.89%
10 year
7.86%
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
57 months through March 31, 2026Volatility (ann.)
4.22%
Sharpe
2.01
Sortino
5.80
Max drawdown
-13.29%
Best month
4.81%
Worst month
-6.14%
Beta vs VBTLX
0.54
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.