Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.91%
3 year
16.81%
5 year
9.35%
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.)
2.50%
Sharpe
6.06
Sortino
46.94
Max drawdown
-11.93%
Best month
3.72%
Worst month
-11.93%
Beta vs VBTLX
-0.02
Correlation
-0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.