Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.58%
3 year
5.16%
5 year
0.86%
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.)
3.36%
Sharpe
1.32
Sortino
2.57
Max drawdown
-12.35%
Best month
2.66%
Worst month
-2.75%
Beta vs VBTLX
0.59
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.