Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.60%
3 year
3.41%
5 year
-2.45%
10 year
2.05%
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.)
11.15%
Sharpe
0.14
Sortino
0.22
Max drawdown
-27.18%
Best month
8.66%
Worst month
-8.28%
Beta vs VBTLX
1.79
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.