Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.43%
3 year
5.57%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
54 months through April 30, 2026Volatility (ann.)
2.34%
Sharpe
2.08
Sortino
5.07
Max drawdown
-7.69%
Best month
1.93%
Worst month
-2.07%
Beta vs VBTLX
0.40
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.