Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.83%
3 year
2.21%
5 year
-4.84%
10 year
-0.16%
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.)
9.42%
Sharpe
0.02
Sortino
0.03
Max drawdown
-32.01%
Best month
6.44%
Worst month
-7.15%
Beta vs VBTLX
1.42
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.