Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.42%
3 year
5.19%
5 year
-1.43%
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
79 months through April 30, 2026Volatility (ann.)
5.01%
Sharpe
0.90
Sortino
1.82
Max drawdown
-25.13%
Best month
5.74%
Worst month
-4.97%
Beta vs VBTLX
0.77
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.