Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.94%
3 year
7.67%
5 year
1.45%
10 year
4.53%
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.)
4.43%
Sharpe
1.47
Sortino
2.93
Max drawdown
-21.54%
Best month
6.20%
Worst month
-13.25%
Beta vs VBTLX
0.71
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.