Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.92%
3 year
4.31%
5 year
1.50%
10 year
4.03%
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
75 months through March 31, 2026Volatility (ann.)
5.74%
Sharpe
-1.31
Sortino
-1.40
Max drawdown
-52.45%
Best month
4.85%
Worst month
-5.55%
Beta vs VBTLX
0.66
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.