Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.98%
3 year
6.99%
5 year
1.82%
10 year
4.35%
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.)
4.86%
Sharpe
1.11
Sortino
2.20
Max drawdown
-14.36%
Best month
4.51%
Worst month
-9.31%
Beta vs VBTLX
0.83
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.