Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.06%
3 year
4.23%
5 year
1.57%
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
78 months through Jan. 31, 2026Volatility (ann.)
3.43%
Sharpe
1.13
Sortino
2.25
Max drawdown
-11.12%
Best month
3.50%
Worst month
-6.43%
Beta vs VBTLX
0.53
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.