Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.08%
3 year
10.58%
5 year
2.65%
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.)
9.31%
Sharpe
0.95
Sortino
1.49
Max drawdown
-31.66%
Best month
6.42%
Worst month
-8.27%
Beta vs VBTLX
1.20
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.