Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.69%
3 year
14.31%
5 year
6.70%
10 year
6.96%
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.)
5.82%
Sharpe
2.38
Sortino
6.89
Max drawdown
-18.49%
Best month
7.11%
Worst month
-14.90%
Beta vs VBTLX
0.55
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.