Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.68%
3 year
9.74%
5 year
2.87%
10 year
6.12%
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.)
4.67%
Sharpe
1.78
Sortino
4.02
Max drawdown
-17.71%
Best month
4.87%
Worst month
-13.64%
Beta vs VBTLX
0.65
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.