Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.00%
3 year
4.16%
5 year
0.97%
10 year
2.89%
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.)
4.34%
Sharpe
0.69
Sortino
1.15
Max drawdown
-13.52%
Best month
4.36%
Worst month
-6.66%
Beta vs VBTLX
0.75
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.