Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.46%
3 year
8.92%
5 year
3.95%
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.)
4.51%
Sharpe
1.75
Sortino
4.06
Max drawdown
-15.08%
Best month
5.89%
Worst month
-13.29%
Beta vs VBTLX
0.65
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.