Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.67%
3 year
2.46%
5 year
-2.81%
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.)
11.07%
Sharpe
0.07
Sortino
0.10
Max drawdown
-26.48%
Best month
8.58%
Worst month
-8.42%
Beta vs VBTLX
1.77
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.