Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.55%
3 year
9.16%
5 year
4.51%
10 year
6.08%
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.)
4.06%
Sharpe
1.94
Sortino
6.01
Max drawdown
-14.71%
Best month
5.34%
Worst month
-13.36%
Beta vs VBTLX
0.57
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.