Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.25%
3 year
4.92%
5 year
1.11%
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.)
2.65%
Sharpe
1.68
Sortino
3.64
Max drawdown
-10.32%
Best month
4.35%
Worst month
-5.31%
Beta vs VBTLX
0.44
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.