Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.51%
3 year
7.87%
5 year
2.25%
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.)
3.90%
Sharpe
1.80
Sortino
4.07
Max drawdown
-16.72%
Best month
4.13%
Worst month
-13.99%
Beta vs VBTLX
0.62
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.