Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.93%
3 year
5.51%
5 year
-0.73%
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
81 months through March 31, 2026Volatility (ann.)
10.59%
Sharpe
0.43
Sortino
0.63
Max drawdown
-32.83%
Best month
7.44%
Worst month
-8.51%
Beta vs VBTLX
1.48
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.