Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.84%
3 year
2.58%
5 year
-1.58%
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.)
6.09%
Sharpe
0.18
Sortino
0.27
Max drawdown
-19.46%
Best month
4.26%
Worst month
-6.31%
Beta vs VBTLX
1.06
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.