Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.91%
3 year
0.85%
5 year
3.45%
10 year
3.94%
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.)
6.21%
Sharpe
0.84
Sortino
1.48
Max drawdown
-11.02%
Best month
5.53%
Worst month
-5.39%
Beta vs VBTLX
-0.60
Correlation
-0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.