Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.65%
3 year
9.57%
5 year
5.51%
10 year
6.35%
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.)
4.12%
Sharpe
2.04
Sortino
5.56
Max drawdown
-19.63%
Best month
7.51%
Worst month
-15.20%
Beta vs VBTLX
0.57
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.