Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.18%
3 year
5.04%
5 year
-0.02%
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.)
6.33%
Sharpe
0.59
Sortino
1.00
Max drawdown
-17.07%
Best month
5.28%
Worst month
-4.53%
Beta vs VBTLX
1.14
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.