Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.94%
3 year
5.48%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
45 months through Jan. 31, 2026Volatility (ann.)
2.34%
Sharpe
2.16
Sortino
4.94
Max drawdown
-2.88%
Best month
1.81%
Worst month
-1.77%
Beta vs VBTLX
0.37
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.