Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.86%
3 year
0.51%
5 year
8.48%
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
81 months through March 31, 2026Volatility (ann.)
11.52%
Sharpe
0.72
Sortino
1.44
Max drawdown
-26.76%
Best month
11.71%
Worst month
-13.80%
Beta vs VBTLX
-0.40
Correlation
-0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.