Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.85%
3 year
6.02%
5 year
2.28%
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.)
2.62%
Sharpe
2.13
Sortino
5.02
Max drawdown
-8.52%
Best month
2.41%
Worst month
-3.10%
Beta vs VBTLX
0.43
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.