Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.53%
3 year
8.00%
5 year
2.78%
10 year
5.26%
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.)
6.74%
Sharpe
0.99
Sortino
1.78
Max drawdown
-14.69%
Best month
5.67%
Worst month
-7.91%
Beta vs VBTLX
1.16
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.