Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.37%
3 year
5.67%
5 year
2.18%
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.)
4.42%
Sharpe
1.03
Sortino
2.13
Max drawdown
-17.66%
Best month
4.96%
Worst month
-15.70%
Beta vs VBTLX
0.68
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.