Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.37%
3 year
4.30%
5 year
-0.24%
10 year
1.64%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
4.66%
Sharpe
0.71
Sortino
1.18
Max drawdown
-15.05%
Best month
3.06%
Worst month
-3.31%
Beta vs VBTLX
0.81
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.