Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.67%
3 year
3.82%
5 year
0.84%
10 year
2.70%
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.)
4.50%
Sharpe
0.60
Sortino
0.99
Max drawdown
-14.49%
Best month
4.09%
Worst month
-6.78%
Beta vs VBTLX
0.78
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.