Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.07%
3 year
5.42%
5 year
0.76%
10 year
3.84%
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.)
6.48%
Sharpe
0.62
Sortino
1.02
Max drawdown
-20.58%
Best month
6.37%
Worst month
-10.35%
Beta vs VBTLX
1.10
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.