Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.16%
3 year
10.49%
5 year
1.56%
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
1.36
Sortino
2.62
Max drawdown
-25.98%
Best month
7.73%
Worst month
-14.06%
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.