Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.50%
3 year
3.18%
5 year
-4.88%
10 year
1.98%
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.)
11.99%
Sharpe
0.08
Sortino
0.12
Max drawdown
-37.18%
Best month
9.86%
Worst month
-9.29%
Beta vs VBTLX
2.12
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.