Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.39%
3 year
6.17%
5 year
0.22%
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.)
5.53%
Sharpe
0.99
Sortino
1.91
Max drawdown
-20.77%
Best month
4.54%
Worst month
-8.25%
Beta vs VBTLX
0.39
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.