Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.16%
3 year
4.14%
5 year
0.13%
10 year
3.07%
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.)
7.51%
Sharpe
0.34
Sortino
0.55
Max drawdown
-17.11%
Best month
6.64%
Worst month
-4.71%
Beta vs VBTLX
1.31
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.