Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.11%
3 year
4.51%
5 year
2.33%
10 year
—
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
75 months through March 31, 2026Volatility (ann.)
6.41%
Sharpe
0.69
Sortino
1.13
Max drawdown
-14.54%
Best month
8.39%
Worst month
-10.37%
Beta vs VBTLX
0.76
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.