Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.03%
3 year
7.47%
5 year
1.83%
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.)
4.26%
Sharpe
1.51
Sortino
3.08
Max drawdown
-20.13%
Best month
6.92%
Worst month
-15.42%
Beta vs VBTLX
0.63
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.