Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.79%
3 year
7.97%
5 year
-0.11%
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
81 months through March 31, 2026Volatility (ann.)
5.27%
Sharpe
1.33
Sortino
2.14
Max drawdown
-27.83%
Best month
10.70%
Worst month
-8.98%
Beta vs VBTLX
0.29
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.