Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.30%
3 year
3.34%
5 year
0.35%
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.)
4.90%
Sharpe
0.58
Sortino
0.98
Max drawdown
-15.05%
Best month
4.19%
Worst month
-6.25%
Beta vs VBTLX
0.80
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.