Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
6.41%
5 year
0.04%
10 year
3.30%
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.)
6.38%
Sharpe
0.78
Sortino
1.44
Max drawdown
-20.50%
Best month
6.04%
Worst month
-7.11%
Beta vs VBTLX
1.13
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.