Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.23%
3 year
7.37%
5 year
0.61%
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.)
4.46%
Sharpe
1.40
Sortino
3.16
Max drawdown
-23.47%
Best month
8.05%
Worst month
-14.65%
Beta vs VBTLX
0.63
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.