Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.24%
3 year
12.72%
5 year
2.66%
10 year
4.46%
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.)
6.92%
Sharpe
1.78
Sortino
3.78
Max drawdown
-28.57%
Best month
9.54%
Worst month
-14.51%
Beta vs VBTLX
0.97
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.