Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.28%
3 year
7.89%
5 year
3.73%
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.)
3.56%
Sharpe
1.93
Sortino
5.18
Max drawdown
-12.54%
Best month
4.92%
Worst month
-10.96%
Beta vs VBTLX
0.52
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.