Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.35%
3 year
10.27%
5 year
6.71%
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
54 months through March 31, 2026Volatility (ann.)
8.26%
Sharpe
1.43
Sortino
3.16
Max drawdown
-9.51%
Best month
7.44%
Worst month
-4.21%
Beta vs VBTLX
0.64
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.