Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.43%
3 year
4.29%
5 year
—
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
39 months through Jan. 31, 2026Volatility (ann.)
1.75%
Sharpe
2.40
Sortino
4.51
Max drawdown
-1.04%
Best month
1.13%
Worst month
-1.04%
Beta vs VBTLX
0.11
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.