Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.04%
3 year
8.86%
5 year
7.67%
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
72 months through April 30, 2026Volatility (ann.)
5.69%
Sharpe
1.34
Sortino
1.97
Max drawdown
-6.00%
Best month
2.78%
Worst month
-6.00%
Beta vs VBTLX
-0.23
Correlation
-0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.