Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.53%
3 year
10.08%
5 year
4.72%
10 year
5.67%
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.)
4.43%
Sharpe
1.95
Sortino
5.41
Max drawdown
-14.21%
Best month
5.79%
Worst month
-11.78%
Beta vs VBTLX
0.66
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.