Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.32%
3 year
5.02%
5 year
2.20%
10 year
3.04%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
3.87%
Sharpe
1.23
Sortino
2.47
Max drawdown
-13.15%
Best month
3.92%
Worst month
-5.86%
Beta vs VBTLX
0.69
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.