Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.65%
3 year
6.10%
5 year
3.76%
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.)
11.78%
Sharpe
0.62
Sortino
1.02
Max drawdown
-21.99%
Best month
12.35%
Worst month
-6.77%
Beta vs VBTLX
1.11
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.