Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.51%
3 year
11.51%
5 year
2.21%
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.)
13.28%
Sharpe
0.74
Sortino
1.33
Max drawdown
-28.46%
Best month
10.25%
Worst month
-11.68%
Beta vs VBTLX
1.29
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.