Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.79%
3 year
8.09%
5 year
2.93%
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.)
5.15%
Sharpe
1.91
Sortino
4.47
Max drawdown
-17.59%
Best month
9.37%
Worst month
-15.93%
Beta vs VBTLX
0.69
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.