Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.11%
3 year
10.32%
5 year
4.34%
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.)
5.66%
Sharpe
1.72
Sortino
4.53
Max drawdown
-17.47%
Best month
5.54%
Worst month
-7.07%
Beta vs VBTLX
0.50
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.