Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.62%
3 year
6.18%
5 year
-0.11%
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.)
6.62%
Sharpe
0.76
Sortino
1.37
Max drawdown
-21.27%
Best month
7.01%
Worst month
-9.91%
Beta vs VBTLX
1.17
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.