Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.89%
3 year
6.36%
5 year
0.07%
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.)
10.51%
Sharpe
0.51
Sortino
0.77
Max drawdown
-31.12%
Best month
7.50%
Worst month
-8.44%
Beta vs VBTLX
1.47
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.