Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.26%
3 year
10.54%
5 year
4.78%
10 year
—
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.)
4.28%
Sharpe
2.13
Sortino
6.07
Max drawdown
-14.38%
Best month
5.24%
Worst month
-10.17%
Beta vs VBTLX
0.63
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.