Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.48%
3 year
4.69%
5 year
-0.60%
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.)
5.51%
Sharpe
0.70
Sortino
1.21
Max drawdown
-18.36%
Best month
4.56%
Worst month
-4.31%
Beta vs VBTLX
0.99
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.