Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.12%
3 year
5.02%
5 year
-4.21%
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.)
11.88%
Sharpe
0.50
Sortino
0.81
Max drawdown
-42.85%
Best month
12.78%
Worst month
-11.75%
Beta vs VBTLX
1.23
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.