Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.26%
3 year
5.12%
5 year
-0.09%
10 year
2.73%
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.)
5.95%
Sharpe
0.63
Sortino
1.10
Max drawdown
-16.86%
Best month
5.12%
Worst month
-6.84%
Beta vs VBTLX
1.07
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.