Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.80%
3 year
5.52%
5 year
1.68%
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
78 months through April 30, 2026Volatility (ann.)
6.31%
Sharpe
1.06
Sortino
1.85
Max drawdown
-14.60%
Best month
7.14%
Worst month
-10.20%
Beta vs VBTLX
0.70
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.