Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.62%
3 year
9.39%
5 year
1.88%
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.)
7.23%
Sharpe
1.09
Sortino
1.90
Max drawdown
-23.80%
Best month
7.72%
Worst month
-13.50%
Beta vs VBTLX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.