Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.20%
3 year
11.21%
5 year
1.94%
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.)
13.27%
Sharpe
0.71
Sortino
1.28
Max drawdown
-28.80%
Best month
10.20%
Worst month
-11.67%
Beta vs VBTLX
1.28
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.