Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.40%
3 year
3.56%
5 year
0.32%
10 year
2.45%
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.)
4.70%
Sharpe
0.51
Sortino
0.84
Max drawdown
-15.09%
Best month
4.64%
Worst month
-6.99%
Beta vs VBTLX
0.82
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.