Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.24%
3 year
10.25%
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
56 months through Jan. 31, 2026Volatility (ann.)
4.60%
Sharpe
2.02
Sortino
5.32
Max drawdown
-14.53%
Best month
5.15%
Worst month
-6.76%
Beta vs VBTLX
0.64
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.