Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
4.52%
5 year
1.21%
10 year
3.21%
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.)
4.49%
Sharpe
0.76
Sortino
1.29
Max drawdown
-13.95%
Best month
4.50%
Worst month
-6.79%
Beta vs VBTLX
0.77
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.