Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.26%
3 year
11.56%
5 year
2.55%
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.)
6.76%
Sharpe
1.51
Sortino
3.04
Max drawdown
-25.12%
Best month
7.81%
Worst month
-13.98%
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.