Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.96%
3 year
9.08%
5 year
2.56%
10 year
5.33%
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.)
5.05%
Sharpe
1.75
Sortino
4.53
Max drawdown
-20.20%
Best month
6.44%
Worst month
-10.70%
Beta vs VBTLX
0.71
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.