Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.34%
3 year
4.47%
5 year
-0.83%
10 year
—
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
69 months through March 31, 2026Volatility (ann.)
5.54%
Sharpe
0.64
Sortino
1.07
Max drawdown
-18.88%
Best month
4.40%
Worst month
-4.47%
Beta vs VBTLX
1.00
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.