Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.38%
3 year
9.56%
5 year
1.29%
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 April 30, 2026Volatility (ann.)
6.66%
Sharpe
1.39
Sortino
2.57
Max drawdown
-25.39%
Best month
7.85%
Worst month
-15.76%
Beta vs VBTLX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.