Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.45%
3 year
9.79%
5 year
3.97%
10 year
6.07%
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.)
4.39%
Sharpe
1.89
Sortino
4.70
Max drawdown
-16.23%
Best month
5.13%
Worst month
-13.58%
Beta vs VBTLX
0.63
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.