Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.02%
3 year
8.22%
5 year
4.35%
10 year
4.62%
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
81 months through April 30, 2026Volatility (ann.)
2.70%
Sharpe
2.60
Sortino
8.40
Max drawdown
-9.84%
Best month
3.99%
Worst month
-8.45%
Beta vs VBTLX
0.28
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.