Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.61%
3 year
7.79%
5 year
3.79%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
68 months through Jan. 31, 2026Volatility (ann.)
3.17%
Sharpe
2.16
Sortino
3.48
Max drawdown
-8.37%
Best month
3.19%
Worst month
-3.33%
Beta vs VBTLX
0.19
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.