Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.73%
3 year
1.73%
5 year
-1.28%
10 year
-0.07%
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.)
11.04%
Sharpe
0.08
Sortino
0.12
Max drawdown
-25.77%
Best month
6.57%
Worst month
-7.13%
Beta vs VBTLX
1.72
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.