Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.86%
3 year
6.63%
5 year
0.01%
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
0.80
Sortino
1.49
Max drawdown
-20.87%
Best month
5.87%
Worst month
-6.81%
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.