Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.73%
3 year
4.18%
5 year
-0.87%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
5.58%
Sharpe
0.54
Sortino
0.90
Max drawdown
-18.13%
Best month
4.39%
Worst month
-4.39%
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.