Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.12%
3 year
9.19%
5 year
5.18%
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.)
3.88%
Sharpe
2.19
Sortino
5.44
Max drawdown
-9.76%
Best month
4.66%
Worst month
-5.69%
Beta vs VBTLX
0.45
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.