Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.60%
3 year
10.70%
5 year
2.45%
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.)
6.68%
Sharpe
1.55
Sortino
3.01
Max drawdown
-23.70%
Best month
7.89%
Worst month
-15.64%
Beta vs VBTLX
0.93
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.