Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.81%
3 year
9.54%
5 year
5.19%
10 year
6.56%
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
24 months through Jan. 31, 2026Volatility (ann.)
2.63%
Sharpe
3.06
Sortino
8.74
Max drawdown
-1.10%
Best month
1.98%
Worst month
-1.03%
Beta vs VBTLX
0.37
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.