Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.61%
3 year
7.76%
5 year
3.77%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
3.29%
Sharpe
2.07
Sortino
3.33
Max drawdown
-10.17%
Best month
5.78%
Worst month
-9.44%
Beta vs VBTLX
0.21
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.