Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.68%
3 year
9.07%
5 year
3.38%
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.)
3.85%
Sharpe
2.13
Sortino
5.27
Max drawdown
-15.70%
Best month
4.18%
Worst month
-13.97%
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.