Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.87%
3 year
4.42%
5 year
-1.49%
10 year
1.84%
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.)
9.84%
Sharpe
0.27
Sortino
0.40
Max drawdown
-23.31%
Best month
6.71%
Worst month
-9.27%
Beta vs VBTLX
1.46
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.