Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.42%
3 year
4.60%
5 year
-1.06%
10 year
2.51%
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.)
6.43%
Sharpe
0.43
Sortino
0.70
Max drawdown
-21.59%
Best month
5.11%
Worst month
-5.02%
Beta vs VBTLX
0.60
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.