Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.98%
3 year
11.16%
5 year
2.44%
10 year
5.06%
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.)
6.72%
Sharpe
1.48
Sortino
2.91
Max drawdown
-24.93%
Best month
8.09%
Worst month
-13.92%
Beta vs VBTLX
1.07
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.