Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.11%
3 year
2.97%
5 year
-2.85%
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.)
11.11%
Sharpe
0.11
Sortino
0.16
Max drawdown
-27.75%
Best month
8.65%
Worst month
-8.39%
Beta vs VBTLX
1.78
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.