Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.86%
3 year
8.31%
5 year
2.94%
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.)
4.32%
Sharpe
1.61
Sortino
3.89
Max drawdown
-15.24%
Best month
6.25%
Worst month
-9.39%
Beta vs VBTLX
0.65
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.