Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.19%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
31 months through April 30, 2026Volatility (ann.)
4.06%
Sharpe
1.44
Sortino
2.89
Max drawdown
-2.35%
Best month
3.04%
Worst month
-1.77%
Beta vs VBTLX
0.71
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.