Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.41%
3 year
4.46%
5 year
-0.10%
10 year
1.23%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
5.76%
Sharpe
0.60
Sortino
1.02
Max drawdown
-16.13%
Best month
4.45%
Worst month
-4.97%
Beta vs VBTLX
0.49
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.