Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.87%
3 year
7.88%
5 year
2.59%
10 year
3.70%
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.)
4.34%
Sharpe
1.57
Sortino
3.55
Max drawdown
-14.89%
Best month
4.43%
Worst month
-10.61%
Beta vs VBTLX
0.65
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.