Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.30%
3 year
3.03%
5 year
-1.15%
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.)
6.12%
Sharpe
0.26
Sortino
0.39
Max drawdown
-18.44%
Best month
4.37%
Worst month
-6.32%
Beta vs VBTLX
1.06
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.