Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.09%
3 year
8.07%
5 year
2.59%
10 year
4.57%
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.)
4.78%
Sharpe
1.88
Sortino
4.50
Max drawdown
-15.96%
Best month
8.38%
Worst month
-13.22%
Beta vs VBTLX
0.67
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.