Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.53%
3 year
6.71%
5 year
3.83%
10 year
3.89%
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.)
4.64%
Sharpe
1.35
Sortino
2.93
Max drawdown
-16.17%
Best month
7.11%
Worst month
-15.30%
Beta vs VBTLX
0.22
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.