Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.45%
3 year
4.72%
5 year
-0.66%
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.)
5.54%
Sharpe
0.62
Sortino
1.05
Max drawdown
-18.44%
Best month
4.32%
Worst month
-4.14%
Beta vs VBTLX
1.00
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.