Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
47.40%
3 year
24.78%
5 year
—
10 year
—
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
61 months through March 31, 2026Volatility (ann.)
12.58%
Sharpe
1.95
Sortino
3.61
Max drawdown
-13.62%
Best month
9.51%
Worst month
-10.43%
Beta vs VBTLX
0.77
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.