Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.43%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
32 months through April 30, 2026Volatility (ann.)
9.33%
Sharpe
0.32
Sortino
0.50
Max drawdown
-7.03%
Best month
6.08%
Worst month
-4.17%
Beta vs VBTLX
1.60
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.