Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.51%
3 year
4.20%
5 year
-0.76%
10 year
1.83%
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.)
5.51%
Sharpe
0.56
Sortino
0.94
Max drawdown
-17.32%
Best month
4.41%
Worst month
-4.37%
Beta vs VBTLX
0.99
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.