Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.06%
3 year
3.71%
5 year
-0.08%
10 year
0.88%
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
75 months through March 31, 2026Volatility (ann.)
3.98%
Sharpe
0.77
Sortino
1.33
Max drawdown
-12.80%
Best month
2.79%
Worst month
-2.39%
Beta vs VBTLX
0.69
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.