Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.40%
3 year
6.10%
5 year
0.11%
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.)
5.55%
Sharpe
0.98
Sortino
1.87
Max drawdown
-20.78%
Best month
4.59%
Worst month
-8.34%
Beta vs VBTLX
0.38
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.