Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.59%
3 year
5.91%
5 year
3.04%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through Jan. 31, 2026Volatility (ann.)
1.63%
Sharpe
3.43
Sortino
16.10
Max drawdown
-4.73%
Best month
1.61%
Worst month
-1.07%
Beta vs VBTLX
0.24
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.