Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.66%
3 year
4.73%
5 year
-0.58%
10 year
2.25%
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.)
6.24%
Sharpe
0.56
Sortino
0.94
Max drawdown
-18.60%
Best month
4.96%
Worst month
-4.51%
Beta vs VBTLX
1.12
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.