Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.87%
3 year
6.43%
5 year
-0.21%
10 year
3.04%
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.)
6.52%
Sharpe
0.71
Sortino
1.29
Max drawdown
-21.49%
Best month
6.51%
Worst month
-9.44%
Beta vs VBTLX
1.15
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.