Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.30%
3 year
8.47%
5 year
4.60%
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.)
2.70%
Sharpe
2.70
Sortino
9.10
Max drawdown
-9.80%
Best month
4.01%
Worst month
-8.43%
Beta vs VBTLX
0.28
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.