Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.22%
3 year
8.52%
5 year
0.81%
10 year
3.04%
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
80 months through March 31, 2026Volatility (ann.)
8.15%
Sharpe
0.74
Sortino
1.15
Max drawdown
-25.12%
Best month
6.55%
Worst month
-11.01%
Beta vs VBTLX
1.10
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.