Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.22%
3 year
4.40%
5 year
-0.11%
10 year
—
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.)
4.40%
Sharpe
0.80
Sortino
1.37
Max drawdown
-14.44%
Best month
3.00%
Worst month
-3.05%
Beta vs VBTLX
0.76
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.