Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.46%
3 year
5.20%
5 year
0.09%
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.)
4.42%
Sharpe
0.92
Sortino
1.70
Max drawdown
-16.23%
Best month
4.63%
Worst month
-6.28%
Beta vs VBTLX
0.79
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.