Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.12%
3 year
4.50%
5 year
1.73%
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.)
3.70%
Sharpe
1.07
Sortino
2.26
Max drawdown
-7.35%
Best month
2.89%
Worst month
-2.29%
Beta vs VBTLX
0.58
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.