Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.41%
3 year
8.17%
5 year
4.56%
10 year
4.99%
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.)
2.00%
Sharpe
4.04
Sortino
13.14
Max drawdown
-7.33%
Best month
3.36%
Worst month
-7.14%
Beta vs VBTLX
0.23
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.