Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.68%
3 year
9.05%
5 year
4.05%
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.)
4.41%
Sharpe
1.82
Sortino
4.34
Max drawdown
-15.12%
Best month
6.02%
Worst month
-13.25%
Beta vs VBTLX
0.64
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.