Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.99%
3 year
8.83%
5 year
3.56%
10 year
5.46%
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.)
4.60%
Sharpe
1.57
Sortino
3.86
Max drawdown
-15.07%
Best month
5.51%
Worst month
-10.41%
Beta vs VBTLX
0.70
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.