Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.18%
3 year
5.49%
5 year
-0.01%
10 year
2.42%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
5.60%
Sharpe
0.74
Sortino
1.33
Max drawdown
-17.46%
Best month
4.78%
Worst month
-4.64%
Beta vs VBTLX
1.01
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.