Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.15%
3 year
11.33%
5 year
2.60%
10 year
5.22%
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.)
6.72%
Sharpe
1.50
Sortino
2.98
Max drawdown
-24.80%
Best month
8.10%
Worst month
-13.91%
Beta vs VBTLX
1.07
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.