Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.13%
3 year
5.73%
5 year
1.87%
10 year
2.96%
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
78 months through Jan. 31, 2026Volatility (ann.)
2.64%
Sharpe
1.97
Sortino
4.60
Max drawdown
-9.39%
Best month
4.31%
Worst month
-5.25%
Beta vs VBTLX
0.44
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.