Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.54%
3 year
9.19%
5 year
5.29%
10 year
6.03%
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.)
3.52%
Sharpe
2.26
Sortino
6.99
Max drawdown
-11.81%
Best month
4.49%
Worst month
-10.68%
Beta vs VBTLX
0.48
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.