Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.82%
3 year
4.61%
5 year
-0.34%
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
81 months through March 31, 2026Volatility (ann.)
5.47%
Sharpe
0.66
Sortino
1.14
Max drawdown
-17.90%
Best month
4.42%
Worst month
-4.24%
Beta vs VBTLX
0.91
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.