Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.97%
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
38 months through April 30, 2026Volatility (ann.)
10.44%
Sharpe
0.24
Sortino
0.38
Max drawdown
-10.86%
Best month
8.28%
Worst month
-5.12%
Beta vs VBTLX
1.81
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.