Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.09%
3 year
8.71%
5 year
4.53%
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.)
3.50%
Sharpe
2.20
Sortino
6.62
Max drawdown
-12.55%
Best month
5.00%
Worst month
-11.08%
Beta vs VBTLX
0.51
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.