Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
3 year
3.66%
5 year
-0.75%
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
70 months through March 31, 2026Volatility (ann.)
5.03%
Sharpe
0.53
Sortino
0.86
Max drawdown
-17.00%
Best month
3.33%
Worst month
-3.20%
Beta vs VBTLX
0.90
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.