Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.84%
3 year
3.07%
5 year
-0.12%
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.)
4.30%
Sharpe
0.44
Sortino
0.70
Max drawdown
-14.89%
Best month
4.23%
Worst month
-6.82%
Beta vs VBTLX
0.74
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.