Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.54%
3 year
11.29%
5 year
3.06%
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
80 months through March 31, 2026Volatility (ann.)
6.27%
Sharpe
1.63
Sortino
3.38
Max drawdown
-23.90%
Best month
7.77%
Worst month
-18.14%
Beta vs VBTLX
0.93
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.