Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.71%
3 year
10.82%
5 year
2.41%
10 year
5.05%
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.)
6.67%
Sharpe
1.57
Sortino
3.05
Max drawdown
-24.07%
Best month
7.90%
Worst month
-15.69%
Beta vs VBTLX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.