Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.07%
3 year
5.26%
5 year
2.60%
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.)
3.47%
Sharpe
1.41
Sortino
3.07
Max drawdown
-10.48%
Best month
3.54%
Worst month
-6.35%
Beta vs VBTLX
0.54
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.