Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.47%
3 year
3.35%
5 year
-3.03%
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.)
7.36%
Sharpe
0.23
Sortino
0.36
Max drawdown
-26.62%
Best month
5.84%
Worst month
-5.62%
Beta vs VBTLX
1.21
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.