Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.72%
3 year
5.53%
5 year
2.64%
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.)
1.64%
Sharpe
3.09
Sortino
8.66
Max drawdown
-6.07%
Best month
2.84%
Worst month
-6.07%
Beta vs VBTLX
0.27
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.