Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
9.84%
5 year
5.79%
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
2.34
Sortino
6.06
Max drawdown
-9.50%
Best month
4.70%
Worst month
-5.64%
Beta vs VBTLX
0.46
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.