Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.47%
3 year
11.44%
5 year
2.32%
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.)
6.39%
Sharpe
1.65
Sortino
3.36
Max drawdown
-28.18%
Best month
8.98%
Worst month
-16.76%
Beta vs VBTLX
0.94
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.