Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.06%
3 year
3.73%
5 year
0.10%
10 year
1.29%
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.)
4.29%
Sharpe
0.69
Sortino
1.09
Max drawdown
-11.59%
Best month
2.32%
Worst month
-2.53%
Beta vs VBTLX
0.72
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.