Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.30%
3 year
9.01%
5 year
1.24%
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.)
5.64%
Sharpe
1.29
Sortino
2.26
Max drawdown
-23.79%
Best month
6.99%
Worst month
-13.58%
Beta vs VBTLX
0.66
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.