Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.67%
3 year
8.25%
5 year
2.58%
10 year
5.11%
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.)
4.27%
Sharpe
1.69
Sortino
3.56
Max drawdown
-19.45%
Best month
6.98%
Worst month
-15.35%
Beta vs VBTLX
0.64
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.