Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.11%
3 year
5.04%
5 year
-0.38%
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.)
5.51%
Sharpe
0.72
Sortino
1.26
Max drawdown
-17.68%
Best month
4.52%
Worst month
-4.40%
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.