Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.31%
3 year
12.78%
5 year
2.69%
10 year
4.51%
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.)
6.99%
Sharpe
1.77
Sortino
3.74
Max drawdown
-28.53%
Best month
9.45%
Worst month
-14.53%
Beta vs VBTLX
0.99
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.