Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.69%
3 year
8.69%
5 year
4.51%
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.)
2.94%
Sharpe
2.73
Sortino
8.32
Max drawdown
-8.89%
Best month
4.04%
Worst month
-7.85%
Beta vs VBTLX
0.39
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.