Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.90%
3 year
—
5 year
—
10 year
—
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.)
5.46%
Sharpe
0.66
Sortino
1.14
Max drawdown
-17.25%
Best month
4.35%
Worst month
-4.27%
Beta vs VBTLX
0.98
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.