Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.63%
3 year
5.43%
5 year
2.57%
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.)
1.66%
Sharpe
3.01
Sortino
8.31
Max drawdown
-5.98%
Best month
2.83%
Worst month
-5.98%
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.