Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.12%
3 year
9.49%
5 year
4.13%
10 year
5.73%
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.)
4.41%
Sharpe
1.79
Sortino
4.75
Max drawdown
-14.05%
Best month
6.26%
Worst month
-9.55%
Beta vs VBTLX
0.68
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.