Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.69%
3 year
12.39%
5 year
3.22%
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.)
7.20%
Sharpe
1.55
Sortino
3.19
Max drawdown
-25.21%
Best month
8.75%
Worst month
-16.03%
Beta vs VBTLX
1.03
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.