Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.89%
3 year
6.48%
5 year
1.51%
10 year
3.23%
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.)
3.98%
Sharpe
1.39
Sortino
2.90
Max drawdown
-13.53%
Best month
4.11%
Worst month
-5.49%
Beta vs VBTLX
0.71
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.