Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.10%
3 year
8.38%
5 year
4.62%
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.)
2.90%
Sharpe
2.59
Sortino
7.17
Max drawdown
-15.21%
Best month
4.59%
Worst month
-13.57%
Beta vs VBTLX
0.34
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.