Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.18%
3 year
8.91%
5 year
3.18%
10 year
5.03%
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.)
4.34%
Sharpe
1.67
Sortino
4.02
Max drawdown
-16.35%
Best month
5.77%
Worst month
-12.83%
Beta vs VBTLX
0.64
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.