Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.96%
3 year
9.24%
5 year
3.57%
10 year
5.98%
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.)
5.08%
Sharpe
1.53
Sortino
3.51
Max drawdown
-15.49%
Best month
6.06%
Worst month
-11.00%
Beta vs VBTLX
0.70
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.