Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.60%
3 year
8.74%
5 year
3.22%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
6.59%
Sharpe
1.12
Sortino
2.12
Max drawdown
-15.68%
Best month
5.24%
Worst month
-10.50%
Beta vs VBTLX
1.11
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.