Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.99%
3 year
6.58%
5 year
2.10%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
67 months through April 30, 2026Volatility (ann.)
4.63%
Sharpe
1.34
Sortino
3.03
Max drawdown
-13.94%
Best month
4.84%
Worst month
-5.13%
Beta vs VBTLX
0.77
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.