Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.45%
3 year
22.85%
5 year
—
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
63 months through March 31, 2026Volatility (ann.)
9.73%
Sharpe
2.14
Sortino
4.63
Max drawdown
-15.55%
Best month
6.71%
Worst month
-6.17%
Beta vs VBTLX
0.58
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.