Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.48%
3 year
8.92%
5 year
5.89%
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.)
1.74%
Sharpe
4.94
Sortino
39.77
Max drawdown
-18.55%
Best month
6.96%
Worst month
-17.36%
Beta vs VBTLX
0.18
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.