Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.35%
3 year
5.24%
5 year
0.33%
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.)
5.41%
Sharpe
0.75
Sortino
1.33
Max drawdown
-15.92%
Best month
4.35%
Worst month
-6.71%
Beta vs VBTLX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.