Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.14%
3 year
11.37%
5 year
4.13%
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.)
10.15%
Sharpe
1.15
Sortino
2.23
Max drawdown
-20.24%
Best month
11.14%
Worst month
-10.35%
Beta vs VBTLX
1.11
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.