Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.24%
3 year
6.50%
5 year
2.89%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
1.49%
Sharpe
4.12
Sortino
10.91
Max drawdown
-8.32%
Best month
1.89%
Worst month
-5.71%
Beta vs VBTLX
0.18
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.