Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.77%
3 year
12.37%
5 year
4.06%
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.)
6.17%
Sharpe
1.83
Sortino
3.99
Max drawdown
-23.12%
Best month
7.77%
Worst month
-18.06%
Beta vs VBTLX
0.92
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.