Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.92%
3 year
12.15%
5 year
4.02%
10 year
5.58%
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.)
9.10%
Sharpe
1.01
Sortino
1.62
Max drawdown
-21.26%
Best month
7.11%
Worst month
-16.30%
Beta vs VBTLX
1.23
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.