Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.03%
3 year
4.42%
5 year
1.63%
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.)
3.71%
Sharpe
1.04
Sortino
2.19
Max drawdown
-7.41%
Best month
2.90%
Worst month
-2.33%
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.