Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.60%
3 year
3.72%
5 year
-1.57%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through March 31, 2026Volatility (ann.)
5.55%
Sharpe
0.50
Sortino
0.82
Max drawdown
-20.82%
Best month
4.45%
Worst month
-4.46%
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.