Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.91%
3 year
5.81%
5 year
0.50%
10 year
—
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.)
4.40%
Sharpe
1.14
Sortino
2.24
Max drawdown
-16.68%
Best month
3.83%
Worst month
-3.79%
Beta vs VBTLX
0.75
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.