Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.67%
3 year
3.48%
5 year
10.61%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
71 months through March 31, 2026Volatility (ann.)
12.08%
Sharpe
1.07
Sortino
2.28
Max drawdown
-22.49%
Best month
10.29%
Worst month
-10.53%
Beta vs VBTLX
-0.22
Correlation
-0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.