Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.73%
3 year
9.76%
5 year
1.90%
10 year
4.77%
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
80 months through March 31, 2026Volatility (ann.)
5.63%
Sharpe
1.44
Sortino
3.08
Max drawdown
-26.05%
Best month
6.55%
Worst month
-13.57%
Beta vs VBTLX
0.79
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.