Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.85%
3 year
7.85%
5 year
3.53%
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.)
4.21%
Sharpe
1.61
Sortino
3.77
Max drawdown
-13.60%
Best month
5.27%
Worst month
-10.31%
Beta vs VBTLX
0.61
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.