Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.56%
3 year
3.17%
5 year
-4.90%
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.)
12.06%
Sharpe
0.08
Sortino
0.12
Max drawdown
-37.24%
Best month
9.96%
Worst month
-9.32%
Beta vs VBTLX
2.13
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.