Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.47%
3 year
7.46%
5 year
6.10%
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.)
17.46%
Sharpe
0.43
Sortino
0.71
Max drawdown
-36.00%
Best month
12.19%
Worst month
-22.52%
Beta vs VBTLX
2.74
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.