Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.77%
3 year
7.83%
5 year
-1.65%
10 year
1.45%
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.)
8.77%
Sharpe
0.64
Sortino
1.08
Max drawdown
-33.63%
Best month
6.97%
Worst month
-7.94%
Beta vs VBTLX
1.16
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.