Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.40%
3 year
5.94%
5 year
-0.32%
10 year
1.75%
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
81 months through March 31, 2026Volatility (ann.)
10.54%
Sharpe
0.47
Sortino
0.70
Max drawdown
-31.93%
Best month
7.31%
Worst month
-8.47%
Beta vs VBTLX
1.48
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.