Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.29%
3 year
5.96%
5 year
2.10%
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.)
2.66%
Sharpe
2.04
Sortino
4.83
Max drawdown
-9.11%
Best month
4.43%
Worst month
-5.23%
Beta vs VBTLX
0.44
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.