Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.61%
3 year
8.06%
5 year
4.30%
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.)
2.96%
Sharpe
2.44
Sortino
6.11
Max drawdown
-15.27%
Best month
4.33%
Worst month
-13.60%
Beta vs VBTLX
0.35
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.