Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.94%
3 year
14.16%
5 year
7.11%
10 year
7.78%
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.)
3.99%
Sharpe
3.57
Sortino
14.33
Max drawdown
-15.19%
Best month
6.87%
Worst month
-13.57%
Beta vs VBTLX
0.26
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.