Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.75%
3 year
3.22%
5 year
-4.30%
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.)
8.47%
Sharpe
0.21
Sortino
0.33
Max drawdown
-31.98%
Best month
7.44%
Worst month
-7.26%
Beta vs VBTLX
1.26
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.