Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.83%
3 year
11.10%
5 year
3.88%
10 year
9.31%
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.)
10.12%
Sharpe
1.12
Sortino
2.17
Max drawdown
-20.42%
Best month
11.12%
Worst month
-10.40%
Beta vs VBTLX
1.10
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.