Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.68%
3 year
4.72%
5 year
0.15%
10 year
1.47%
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
0.64
Sortino
1.11
Max drawdown
-15.53%
Best month
4.47%
Worst month
-4.95%
Beta vs VBTLX
0.50
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.