Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.15%
3 year
6.05%
5 year
-0.52%
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.)
6.23%
Sharpe
0.71
Sortino
1.29
Max drawdown
-21.62%
Best month
5.82%
Worst month
-6.85%
Beta vs VBTLX
1.10
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.