Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.46%
3 year
8.78%
5 year
3.54%
10 year
4.77%
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.)
4.33%
Sharpe
1.78
Sortino
4.63
Max drawdown
-13.61%
Best month
6.14%
Worst month
-8.57%
Beta vs VBTLX
0.67
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.