Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.15%
3 year
3.88%
5 year
-0.83%
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.)
4.47%
Sharpe
0.62
Sortino
1.06
Max drawdown
-15.69%
Best month
3.73%
Worst month
-5.54%
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.