Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.93%
3 year
4.63%
5 year
-0.40%
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.)
5.59%
Sharpe
0.63
Sortino
1.09
Max drawdown
-17.51%
Best month
4.16%
Worst month
-4.24%
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.