Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.12%
3 year
11.08%
5 year
1.09%
10 year
3.56%
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.)
6.39%
Sharpe
1.57
Sortino
3.04
Max drawdown
-28.72%
Best month
8.53%
Worst month
-16.74%
Beta vs VBTLX
0.90
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.