Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.73%
3 year
7.37%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
44 months through Jan. 31, 2026Volatility (ann.)
4.74%
Sharpe
1.31
Sortino
3.06
Max drawdown
-5.88%
Best month
5.38%
Worst month
-4.15%
Beta vs VBTLX
0.78
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.