Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.38%
3 year
3.20%
5 year
10.28%
10 year
5.59%
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.)
12.09%
Sharpe
1.04
Sortino
2.22
Max drawdown
-23.05%
Best month
10.30%
Worst month
-11.57%
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.