Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.41%
3 year
4.58%
5 year
-0.12%
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
66 months through March 31, 2026Volatility (ann.)
5.61%
Sharpe
0.63
Sortino
1.08
Max drawdown
-15.78%
Best month
4.49%
Worst month
-4.49%
Beta vs VBTLX
1.01
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.