Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.76%
3 year
6.10%
5 year
3.23%
10 year
3.22%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
1.65%
Sharpe
3.51
Sortino
17.69
Max drawdown
-4.49%
Best month
2.29%
Worst month
-4.49%
Beta vs VBTLX
0.25
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.