Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.35%
3 year
5.18%
5 year
-0.13%
10 year
2.43%
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.)
5.73%
Sharpe
0.72
Sortino
1.28
Max drawdown
-17.60%
Best month
4.62%
Worst month
-4.30%
Beta vs VBTLX
1.03
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.