Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.57%
3 year
8.70%
5 year
3.17%
10 year
4.10%
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.)
6.56%
Sharpe
1.12
Sortino
2.11
Max drawdown
-15.82%
Best month
5.26%
Worst month
-10.50%
Beta vs VBTLX
1.10
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.