Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.24%
3 year
4.51%
5 year
1.74%
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.)
3.73%
Sharpe
1.06
Sortino
2.26
Max drawdown
-7.29%
Best month
3.00%
Worst month
-2.30%
Beta vs VBTLX
0.59
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.