Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.20%
3 year
9.90%
5 year
2.81%
10 year
5.16%
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
78 months through Jan. 31, 2026Volatility (ann.)
4.17%
Sharpe
2.16
Sortino
5.10
Max drawdown
-24.73%
Best month
8.53%
Worst month
-15.63%
Beta vs VBTLX
0.48
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.