Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.85%
3 year
4.12%
5 year
2.00%
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
75 months through March 31, 2026Volatility (ann.)
6.46%
Sharpe
0.62
Sortino
1.00
Max drawdown
-14.95%
Best month
8.51%
Worst month
-10.47%
Beta vs VBTLX
0.77
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.