Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.35%
3 year
6.99%
5 year
5.47%
10 year
4.39%
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
39 months through March 31, 2026Volatility (ann.)
6.43%
Sharpe
1.53
Sortino
3.83
Max drawdown
-3.08%
Best month
6.89%
Worst month
-2.52%
Beta vs VBTLX
0.53
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.