Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.27%
3 year
9.23%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
51 months through Jan. 31, 2026Volatility (ann.)
4.40%
Sharpe
1.89
Sortino
4.92
Max drawdown
-16.43%
Best month
4.67%
Worst month
-6.62%
Beta vs VBTLX
0.61
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.