Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.61%
3 year
9.12%
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
53 months through Jan. 31, 2026Volatility (ann.)
5.19%
Sharpe
1.57
Sortino
3.51
Max drawdown
-18.35%
Best month
4.97%
Worst month
-5.39%
Beta vs VBTLX
0.84
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.