Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.58%
3 year
0.73%
5 year
1.08%
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.)
3.19%
Sharpe
0.06
Sortino
0.09
Max drawdown
-8.17%
Best month
3.11%
Worst month
-2.86%
Beta vs VBTLX
-0.13
Correlation
-0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.