Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.13%
3 year
7.20%
5 year
-0.41%
10 year
2.55%
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.)
8.42%
Sharpe
0.53
Sortino
0.82
Max drawdown
-27.60%
Best month
7.36%
Worst month
-8.25%
Beta vs VBTLX
1.22
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.