Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.98%
3 year
9.41%
5 year
3.96%
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.)
4.30%
Sharpe
1.87
Sortino
4.82
Max drawdown
-14.57%
Best month
6.00%
Worst month
-9.06%
Beta vs VBTLX
0.64
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.