Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.81%
3 year
4.16%
5 year
0.87%
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.)
1.91%
Sharpe
1.92
Sortino
4.26
Max drawdown
-8.77%
Best month
1.53%
Worst month
-1.87%
Beta vs VBTLX
0.32
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.