Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.11%
3 year
9.24%
5 year
3.77%
10 year
7.61%
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.)
5.25%
Sharpe
1.55
Sortino
3.80
Max drawdown
-17.50%
Best month
6.13%
Worst month
-13.38%
Beta vs VBTLX
0.76
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.