Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.96%
3 year
-1.68%
5 year
4.12%
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.)
12.50%
Sharpe
0.37
Sortino
0.54
Max drawdown
-22.64%
Best month
9.34%
Worst month
-9.53%
Beta vs VBTLX
-0.75
Correlation
-0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.