Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.72%
3 year
8.60%
5 year
2.81%
10 year
5.19%
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.)
4.58%
Sharpe
1.59
Sortino
3.66
Max drawdown
-22.03%
Best month
6.14%
Worst month
-8.73%
Beta vs VBTLX
0.64
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.