Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.67%
3 year
7.90%
5 year
3.52%
10 year
5.50%
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.)
5.43%
Sharpe
1.13
Sortino
2.38
Max drawdown
-17.47%
Best month
5.17%
Worst month
-7.91%
Beta vs VBTLX
0.66
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.