Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.90%
3 year
7.15%
5 year
2.10%
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.)
5.94%
Sharpe
0.98
Sortino
1.91
Max drawdown
-15.05%
Best month
5.35%
Worst month
-4.24%
Beta vs VBTLX
0.96
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.