Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.64%
3 year
14.31%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
41 months through April 30, 2026Volatility (ann.)
5.85%
Sharpe
2.64
Sortino
7.42
Max drawdown
-3.95%
Best month
5.25%
Worst month
-3.30%
Beta vs VBTLX
0.65
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.