Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.40%
3 year
8.03%
5 year
3.80%
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
65 months through Jan. 31, 2026Volatility (ann.)
3.37%
Sharpe
2.09
Sortino
5.97
Max drawdown
-11.87%
Best month
4.88%
Worst month
-5.75%
Beta vs VBTLX
0.48
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.