Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.09%
3 year
5.12%
5 year
0.20%
10 year
2.29%
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.)
5.18%
Sharpe
0.77
Sortino
1.38
Max drawdown
-15.95%
Best month
4.25%
Worst month
-4.86%
Beta vs VBTLX
0.91
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.