Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.24%
3 year
8.93%
5 year
3.93%
10 year
4.15%
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.)
5.69%
Sharpe
1.38
Sortino
2.54
Max drawdown
-13.20%
Best month
5.06%
Worst month
-9.61%
Beta vs VBTLX
0.67
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.