Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.72%
3 year
13.67%
5 year
6.54%
10 year
9.40%
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.)
7.02%
Sharpe
1.68
Sortino
4.36
Max drawdown
-17.26%
Best month
5.60%
Worst month
-13.06%
Beta vs VBTLX
0.70
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.