Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.53%
3 year
10.88%
5 year
2.83%
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.)
9.10%
Sharpe
0.87
Sortino
1.36
Max drawdown
-22.83%
Best month
7.01%
Worst month
-16.39%
Beta vs VBTLX
1.22
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.