Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.67%
3 year
4.04%
5 year
0.78%
10 year
2.94%
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.)
4.37%
Sharpe
0.67
Sortino
1.13
Max drawdown
-14.39%
Best month
4.51%
Worst month
-6.81%
Beta vs VBTLX
0.76
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.