Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.44%
3 year
1.48%
5 year
-1.52%
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.)
11.02%
Sharpe
0.06
Sortino
0.09
Max drawdown
-26.77%
Best month
6.55%
Worst month
-7.02%
Beta vs VBTLX
1.72
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.