Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.01%
3 year
3.33%
5 year
1.24%
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.)
6.45%
Sharpe
0.51
Sortino
0.80
Max drawdown
-16.07%
Best month
8.39%
Worst month
-10.37%
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.