Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.42%
3 year
21.87%
5 year
11.85%
10 year
13.66%
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.)
12.89%
Sharpe
1.32
Sortino
2.44
Max drawdown
-28.93%
Best month
14.21%
Worst month
-13.93%
Beta vs VBTLX
1.55
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.