Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.62%
3 year
4.12%
5 year
-1.00%
10 year
1.43%
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.)
5.63%
Sharpe
0.47
Sortino
0.80
Max drawdown
-19.71%
Best month
4.50%
Worst month
-4.39%
Beta vs VBTLX
1.01
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.