Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.30%
3 year
7.27%
5 year
-1.41%
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.)
4.54%
Sharpe
1.21
Sortino
1.95
Max drawdown
-32.96%
Best month
6.84%
Worst month
-19.75%
Beta vs VBTLX
0.46
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.