Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.91%
3 year
4.82%
5 year
1.61%
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.)
1.75%
Sharpe
2.45
Sortino
6.10
Max drawdown
-7.38%
Best month
2.20%
Worst month
-3.84%
Beta vs VBTLX
0.28
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.