Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.39%
3 year
5.22%
5 year
0.79%
10 year
2.52%
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.)
3.97%
Sharpe
1.12
Sortino
2.11
Max drawdown
-12.69%
Best month
3.11%
Worst month
-3.05%
Beta vs VBTLX
0.70
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.