Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.26%
3 year
8.52%
5 year
3.63%
10 year
4.81%
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.)
4.13%
Sharpe
1.81
Sortino
4.45
Max drawdown
-13.69%
Best month
6.29%
Worst month
-12.14%
Beta vs VBTLX
0.62
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.