Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.00%
3 year
9.60%
5 year
3.39%
10 year
5.25%
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.)
5.12%
Sharpe
1.59
Sortino
3.62
Max drawdown
-23.79%
Best month
5.89%
Worst month
-13.20%
Beta vs VBTLX
0.32
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.