Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.74%
3 year
8.59%
5 year
3.73%
10 year
5.25%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
31 months through Jan. 31, 2026Volatility (ann.)
3.14%
Sharpe
2.41
Sortino
6.03
Max drawdown
-1.41%
Best month
2.55%
Worst month
-1.27%
Beta vs VBTLX
0.30
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.