Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.18%
3 year
10.61%
5 year
4.72%
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.)
4.38%
Sharpe
2.11
Sortino
6.40
Max drawdown
-19.16%
Best month
5.62%
Worst month
-17.69%
Beta vs VBTLX
0.58
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.