Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.95%
3 year
6.50%
5 year
0.24%
10 year
3.56%
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.)
6.26%
Sharpe
0.79
Sortino
1.45
Max drawdown
-19.67%
Best month
6.04%
Worst month
-5.65%
Beta vs VBTLX
1.11
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.