Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.13%
3 year
6.70%
5 year
0.03%
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.)
6.50%
Sharpe
0.75
Sortino
1.38
Max drawdown
-21.15%
Best month
6.41%
Worst month
-9.41%
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.