Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.71%
3 year
—
5 year
—
10 year
—
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
25 months through Jan. 31, 2026Volatility (ann.)
7.08%
Sharpe
-0.26
Sortino
-0.34
Max drawdown
-8.90%
Best month
3.72%
Worst month
-5.42%
Beta vs VBTLX
-0.11
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.