Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.46%
3 year
5.25%
5 year
-0.29%
10 year
2.39%
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.)
5.87%
Sharpe
0.67
Sortino
1.14
Max drawdown
-17.74%
Best month
4.67%
Worst month
-4.32%
Beta vs VBTLX
1.05
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.