Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.45%
3 year
5.67%
5 year
2.08%
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.)
1.45%
Sharpe
3.66
Sortino
9.51
Max drawdown
-9.20%
Best month
1.82%
Worst month
-5.77%
Beta vs VBTLX
0.19
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.