Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.11%
3 year
4.72%
5 year
1.27%
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.)
4.20%
Sharpe
0.94
Sortino
1.71
Max drawdown
-13.07%
Best month
3.40%
Worst month
-5.84%
Beta vs VBTLX
0.74
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.