Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.66%
3 year
9.70%
5 year
3.81%
10 year
5.54%
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.)
4.64%
Sharpe
1.76
Sortino
4.55
Max drawdown
-15.89%
Best month
6.50%
Worst month
-10.87%
Beta vs VBTLX
0.69
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.