Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.35%
3 year
2.37%
5 year
1.17%
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.)
2.15%
Sharpe
1.02
Sortino
1.17
Max drawdown
-5.25%
Best month
1.26%
Worst month
-3.24%
Beta vs VBTLX
-0.09
Correlation
-0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.