Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.07%
3 year
-0.18%
5 year
3.98%
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.)
10.15%
Sharpe
0.36
Sortino
0.59
Max drawdown
-19.79%
Best month
7.86%
Worst month
-5.80%
Beta vs VBTLX
-0.30
Correlation
-0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.