Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.13%
3 year
6.40%
5 year
3.46%
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.)
1.75%
Sharpe
3.47
Sortino
19.63
Max drawdown
-4.48%
Best month
2.30%
Worst month
-4.48%
Beta vs VBTLX
0.26
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.