Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.88%
3 year
8.37%
5 year
3.16%
10 year
4.97%
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.)
4.30%
Sharpe
1.73
Sortino
4.10
Max drawdown
-14.35%
Best month
5.96%
Worst month
-8.24%
Beta vs VBTLX
0.67
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.