Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.32%
3 year
5.61%
5 year
0.58%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
68 months through April 30, 2026Volatility (ann.)
5.44%
Sharpe
0.80
Sortino
1.45
Max drawdown
-15.95%
Best month
4.36%
Worst month
-3.89%
Beta vs VBTLX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.