Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.52%
3 year
3.79%
5 year
1.02%
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.)
3.77%
Sharpe
0.86
Sortino
1.73
Max drawdown
-8.22%
Best month
2.97%
Worst month
-2.32%
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.