Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.07%
3 year
7.04%
5 year
3.74%
10 year
3.90%
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.)
4.29%
Sharpe
1.43
Sortino
2.98
Max drawdown
-7.25%
Best month
3.44%
Worst month
-7.25%
Beta vs VBTLX
0.41
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.