Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.16%
3 year
4.87%
5 year
2.37%
10 year
3.19%
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.)
3.11%
Sharpe
1.30
Sortino
2.58
Max drawdown
-8.88%
Best month
3.62%
Worst month
-4.95%
Beta vs VBTLX
0.50
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.