Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.31%
3 year
4.72%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through Jan. 31, 2026Volatility (ann.)
5.91%
Sharpe
0.63
Sortino
1.10
Max drawdown
-18.02%
Best month
4.78%
Worst month
-4.57%
Beta vs VBTLX
1.02
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.