Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.97%
3 year
6.48%
5 year
0.29%
10 year
3.45%
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.)
6.05%
Sharpe
0.82
Sortino
1.53
Max drawdown
-19.70%
Best month
5.63%
Worst month
-6.85%
Beta vs VBTLX
1.08
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.