Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.83%
3 year
1.07%
5 year
1.45%
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.)
3.17%
Sharpe
0.18
Sortino
0.25
Max drawdown
-7.96%
Best month
3.14%
Worst month
-2.83%
Beta vs VBTLX
-0.13
Correlation
-0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.