Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.13%
3 year
3.49%
5 year
-3.04%
10 year
-0.17%
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.)
7.04%
Sharpe
0.30
Sortino
0.44
Max drawdown
-25.89%
Best month
4.68%
Worst month
-5.26%
Beta vs VBTLX
1.13
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.