Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.43%
3 year
11.72%
5 year
2.70%
10 year
5.46%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
6.76%
Sharpe
1.54
Sortino
3.10
Max drawdown
-24.99%
Best month
7.82%
Worst month
-13.97%
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.