Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.25%
3 year
9.98%
5 year
2.43%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through March 31, 2026Volatility (ann.)
7.24%
Sharpe
1.17
Sortino
2.08
Max drawdown
-23.08%
Best month
7.76%
Worst month
-6.31%
Beta vs VBTLX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.