Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.51%
3 year
4.15%
5 year
10.21%
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.)
12.25%
Sharpe
1.05
Sortino
2.12
Max drawdown
-27.48%
Best month
9.82%
Worst month
-17.26%
Beta vs VBTLX
0.04
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.