Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.38%
3 year
8.33%
5 year
2.76%
10 year
4.23%
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
57 months through March 31, 2026Volatility (ann.)
5.06%
Sharpe
1.48
Sortino
3.00
Max drawdown
-15.88%
Best month
5.29%
Worst month
-4.97%
Beta vs VBTLX
0.87
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.