Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.45%
3 year
2.61%
5 year
-0.25%
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.)
4.43%
Sharpe
0.32
Sortino
0.49
Max drawdown
-15.04%
Best month
4.43%
Worst month
-6.86%
Beta vs VBTLX
0.75
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.