Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.54%
3 year
9.24%
5 year
3.96%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
4.17%
Sharpe
1.94
Sortino
4.97
Max drawdown
-12.74%
Best month
6.41%
Worst month
-10.20%
Beta vs VBTLX
0.62
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.