Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.71%
3 year
6.75%
5 year
2.87%
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
75 months through April 30, 2026Volatility (ann.)
4.50%
Sharpe
1.23
Sortino
1.89
Max drawdown
-10.49%
Best month
4.33%
Worst month
-4.37%
Beta vs VBTLX
0.50
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.