Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.57%
3 year
4.27%
5 year
12.17%
10 year
—
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.)
10.07%
Sharpe
1.09
Sortino
2.06
Max drawdown
-19.93%
Best month
21.17%
Worst month
-11.00%
Beta vs VBTLX
-0.09
Correlation
-0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.