Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.80%
3 year
4.83%
5 year
1.42%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
2.54%
Sharpe
1.73
Sortino
3.62
Max drawdown
-8.69%
Best month
1.81%
Worst month
-2.06%
Beta vs VBTLX
0.41
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.