Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.86%
3 year
6.42%
5 year
2.78%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
67 months through April 30, 2026Volatility (ann.)
3.67%
Sharpe
1.66
Sortino
3.63
Max drawdown
-9.09%
Best month
3.41%
Worst month
-2.41%
Beta vs VBTLX
0.61
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.