Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.79%
3 year
4.47%
5 year
10.55%
10 year
6.54%
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.)
12.14%
Sharpe
1.09
Sortino
2.22
Max drawdown
-27.22%
Best month
9.74%
Worst month
-17.12%
Beta vs VBTLX
0.03
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.