Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.22%
3 year
6.78%
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.)
6.56%
Sharpe
0.76
Sortino
1.39
Max drawdown
-20.90%
Best month
6.42%
Worst month
-9.40%
Beta vs VBTLX
1.16
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.