Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.41%
3 year
3.96%
5 year
-3.56%
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.)
8.60%
Sharpe
0.28
Sortino
0.44
Max drawdown
-31.17%
Best month
7.71%
Worst month
-7.37%
Beta vs VBTLX
1.28
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.