Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.60%
3 year
8.89%
5 year
3.47%
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.)
4.63%
Sharpe
1.67
Sortino
3.90
Max drawdown
-14.75%
Best month
6.42%
Worst month
-11.40%
Beta vs VBTLX
0.66
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.