Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.80%
3 year
4.71%
5 year
1.51%
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.)
1.71%
Sharpe
2.40
Sortino
6.67
Max drawdown
-7.49%
Best month
2.19%
Worst month
-3.84%
Beta vs VBTLX
0.28
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.