Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.82%
3 year
4.67%
5 year
-0.36%
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.)
6.30%
Sharpe
0.54
Sortino
0.90
Max drawdown
-17.53%
Best month
5.20%
Worst month
-4.60%
Beta vs VBTLX
1.13
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.