Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.90%
3 year
10.93%
5 year
1.86%
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.)
6.40%
Sharpe
1.56
Sortino
3.13
Max drawdown
-28.61%
Best month
8.93%
Worst month
-16.78%
Beta vs VBTLX
0.94
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.