Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.65%
3 year
4.50%
5 year
-4.08%
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.)
12.02%
Sharpe
0.18
Sortino
0.28
Max drawdown
-35.95%
Best month
9.36%
Worst month
-8.89%
Beta vs VBTLX
2.12
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.