Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.65%
3 year
9.70%
5 year
5.66%
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.)
3.90%
Sharpe
2.32
Sortino
5.95
Max drawdown
-9.64%
Best month
4.71%
Worst month
-5.66%
Beta vs VBTLX
0.45
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.