Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.17%
3 year
9.61%
5 year
4.57%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
10.79%
Sharpe
0.86
Sortino
1.37
Max drawdown
-17.43%
Best month
5.67%
Worst month
-7.12%
Beta vs VBTLX
1.10
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.