Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.00%
3 year
5.66%
5 year
2.09%
10 year
2.22%
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
78 months through Jan. 31, 2026Volatility (ann.)
2.29%
Sharpe
2.29
Sortino
5.78
Max drawdown
-7.85%
Best month
2.55%
Worst month
-3.97%
Beta vs VBTLX
0.37
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.