Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.12%
3 year
0.80%
5 year
8.75%
10 year
5.19%
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.)
11.56%
Sharpe
0.74
Sortino
1.49
Max drawdown
-26.68%
Best month
11.80%
Worst month
-13.84%
Beta vs VBTLX
-0.41
Correlation
-0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.