Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.07%
3 year
4.89%
5 year
0.18%
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.)
4.50%
Sharpe
0.85
Sortino
1.54
Max drawdown
-14.45%
Best month
3.84%
Worst month
-5.37%
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.