Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
7.34%
5 year
3.22%
10 year
3.84%
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.)
2.06%
Sharpe
3.40
Sortino
11.51
Max drawdown
-9.39%
Best month
3.02%
Worst month
-5.16%
Beta vs VBTLX
0.32
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.