Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.42%
3 year
10.08%
5 year
4.60%
10 year
6.19%
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.)
4.42%
Sharpe
1.97
Sortino
5.34
Max drawdown
-14.36%
Best month
6.34%
Worst month
-9.46%
Beta vs VBTLX
0.66
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.