Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.32%
3 year
4.18%
5 year
-2.25%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
7.37%
Sharpe
0.34
Sortino
0.54
Max drawdown
-25.49%
Best month
5.89%
Worst month
-5.55%
Beta vs VBTLX
1.21
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.