Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.65%
3 year
8.74%
5 year
4.74%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through April 30, 2026Volatility (ann.)
3.82%
Sharpe
2.12
Sortino
5.10
Max drawdown
-9.93%
Best month
4.63%
Worst month
-5.72%
Beta vs VBTLX
0.44
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.