Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.37%
3 year
4.62%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through April 30, 2026Volatility (ann.)
3.07%
Sharpe
1.25
Sortino
2.42
Max drawdown
-6.45%
Best month
2.29%
Worst month
-2.47%
Beta vs VBTLX
0.53
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.