Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.66%
3 year
8.57%
5 year
0.89%
10 year
3.27%
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.)
5.67%
Sharpe
1.24
Sortino
2.14
Max drawdown
-24.27%
Best month
6.94%
Worst month
-13.56%
Beta vs VBTLX
0.68
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.