Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.24%
3 year
5.02%
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.)
4.44%
Sharpe
0.87
Sortino
1.59
Max drawdown
-16.37%
Best month
4.71%
Worst month
-6.38%
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.