Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.51%
3 year
5.52%
5 year
2.35%
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.)
1.72%
Sharpe
3.02
Sortino
9.36
Max drawdown
-6.01%
Best month
1.89%
Worst month
-2.00%
Beta vs VBTLX
0.28
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.