Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.66%
3 year
4.34%
5 year
10.44%
10 year
6.42%
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.)
12.19%
Sharpe
1.07
Sortino
2.20
Max drawdown
-27.32%
Best month
9.82%
Worst month
-17.11%
Beta vs VBTLX
0.03
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.