Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.90%
3 year
7.52%
5 year
4.79%
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.)
1.81%
Sharpe
3.83
Sortino
14.52
Max drawdown
-9.36%
Best month
3.16%
Worst month
-8.59%
Beta vs VBTLX
0.24
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.