Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.07%
3 year
4.65%
5 year
10.73%
10 year
6.70%
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.)
12.17%
Sharpe
1.10
Sortino
2.27
Max drawdown
-27.08%
Best month
9.83%
Worst month
-17.12%
Beta vs VBTLX
0.03
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.