Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.11%
3 year
9.39%
5 year
3.55%
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.)
4.31%
Sharpe
1.87
Sortino
5.02
Max drawdown
-19.37%
Best month
5.48%
Worst month
-17.94%
Beta vs VBTLX
0.57
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.