Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.01%
3 year
11.31%
5 year
2.33%
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.)
6.75%
Sharpe
1.48
Sortino
2.94
Max drawdown
-25.32%
Best month
7.79%
Worst month
-14.00%
Beta vs VBTLX
1.06
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.