Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.13%
3 year
4.23%
5 year
-1.41%
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
0.38
Sortino
0.61
Max drawdown
-21.90%
Best month
5.08%
Worst month
-5.05%
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.