Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.11%
3 year
12.82%
5 year
—
10 year
—
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
59 months through March 31, 2026Volatility (ann.)
7.18%
Sharpe
1.67
Sortino
3.48
Max drawdown
-26.63%
Best month
9.20%
Worst month
-8.32%
Beta vs VBTLX
1.05
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.