Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.56%
3 year
8.84%
5 year
3.94%
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.)
4.15%
Sharpe
1.90
Sortino
4.80
Max drawdown
-13.55%
Best month
6.29%
Worst month
-12.18%
Beta vs VBTLX
0.63
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.