Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.39%
3 year
8.81%
5 year
1.56%
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.)
8.64%
Sharpe
0.76
Sortino
1.17
Max drawdown
-21.36%
Best month
4.92%
Worst month
-10.02%
Beta vs VBTLX
1.14
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.