Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.40%
3 year
5.76%
5 year
-0.53%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
6.26%
Sharpe
0.72
Sortino
1.30
Max drawdown
-21.30%
Best month
5.86%
Worst month
-7.90%
Beta vs VBTLX
1.11
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.