Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.07%
3 year
5.42%
5 year
-3.11%
10 year
3.29%
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.)
11.48%
Sharpe
0.27
Sortino
0.46
Max drawdown
-32.09%
Best month
10.85%
Worst month
-10.08%
Beta vs VBTLX
1.99
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.