Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.90%
3 year
4.09%
5 year
0.90%
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.)
4.31%
Sharpe
0.68
Sortino
1.15
Max drawdown
-13.60%
Best month
4.29%
Worst month
-6.72%
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.