Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.46%
3 year
10.55%
5 year
—
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
59 months through March 31, 2026Volatility (ann.)
14.20%
Sharpe
0.43
Sortino
0.62
Max drawdown
-18.75%
Best month
7.56%
Worst month
-10.38%
Beta vs VBTLX
0.82
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.