Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.71%
3 year
11.77%
5 year
3.09%
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.)
6.59%
Sharpe
1.68
Sortino
3.53
Max drawdown
-24.08%
Best month
8.19%
Worst month
-14.46%
Beta vs VBTLX
0.92
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.