Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.07%
3 year
5.60%
5 year
0.92%
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.)
3.82%
Sharpe
1.18
Sortino
2.33
Max drawdown
-13.43%
Best month
3.90%
Worst month
-5.88%
Beta vs VBTLX
0.68
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.