Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.53%
3 year
5.73%
5 year
-0.62%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
6.25%
Sharpe
0.68
Sortino
1.20
Max drawdown
-21.56%
Best month
6.00%
Worst month
-9.45%
Beta vs VBTLX
1.10
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.