Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.27%
3 year
7.65%
5 year
4.17%
10 year
7.60%
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
65 months through March 31, 2026Volatility (ann.)
5.77%
Sharpe
1.20
Sortino
2.13
Max drawdown
-14.49%
Best month
4.68%
Worst month
-7.19%
Beta vs VBTLX
0.73
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.