Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.31%
3 year
9.07%
5 year
4.21%
10 year
6.04%
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
36 months through March 31, 2026Volatility (ann.)
4.55%
Sharpe
1.81
Sortino
4.49
Max drawdown
-2.83%
Best month
4.20%
Worst month
-1.49%
Beta vs VBTLX
0.62
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.