Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.68%
3 year
11.80%
5 year
20.07%
10 year
—
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
75 months through March 31, 2026Volatility (ann.)
12.20%
Sharpe
1.74
Sortino
4.75
Max drawdown
-29.79%
Best month
11.62%
Worst month
-16.04%
Beta vs VBTLX
-0.38
Correlation
-0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.