Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.20%
3 year
6.60%
5 year
-0.92%
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.)
4.31%
Sharpe
1.31
Sortino
2.83
Max drawdown
-23.09%
Best month
4.13%
Worst month
-7.09%
Beta vs VBTLX
0.71
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.