Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.41%
3 year
10.93%
5 year
2.90%
10 year
2.52%
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.)
9.16%
Sharpe
1.00
Sortino
1.58
Max drawdown
-31.52%
Best month
6.65%
Worst month
-8.29%
Beta vs VBTLX
1.18
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.