Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.81%
3 year
6.55%
5 year
3.66%
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.)
4.24%
Sharpe
1.39
Sortino
2.88
Max drawdown
-7.18%
Best month
3.31%
Worst month
-7.18%
Beta vs VBTLX
0.42
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.