Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.48%
3 year
4.72%
5 year
-0.96%
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.)
6.36%
Sharpe
0.46
Sortino
0.76
Max drawdown
-21.58%
Best month
5.13%
Worst month
-5.03%
Beta vs VBTLX
0.59
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.